A changing climate takes a physical toll on infrastructure built with more predictable weather patterns in mind.

Two RAO Global events in one place! YouTube the recordings. If you missed the live events, don’t miss these.

“PRIVATE REAL ASSETS ALSO COME WITH THEIR OWN DISTINCT CHALLENGES. THEY ARE TYPICALLY ILLIQUID AND MOST SUITABLE FOR INSTITUTIONAL INVESTORS WITH A LONGER TIME HORIZON.”

A straight forward explanation of the business case for going green, not least the fact that when companies go green, they also remove a lot of the risks associated with non-sustainable practices.

A salutary note from BoAML: Crowds are back at pubs and nightclubs in the UK, just as the BAML believes restricting high-risk activities in the Netherlands and Spain could have been a big factor in bending the curve: the UK is testing whether this will work in reverse.

The principles relevant to recent regulatory actions would include “common prosperity” and “independence of key technologies.”

The shifting energy landscape: who’s shaping it and what will it look like?

An important indicator of investor priorities in terms of analysis and engagement topics with Boards of Directors and management, over a forward 12-month horizon.

The industry faces a time of unprecedented demands that will produce new winners and losers.

COVID-19 has prompted participants to place greater prominence to social factors which may grow with demand for impact-related investment products.

Pensions may not be top of agenda when discussing divorce proceedings, the pot can be as valuable as a house. The balance is on a precipice which the Bill seeks to address.

Policymakers are suggesting they still view inflation as transitory in nature which should reduce the speed and magnitude of tightening that will continue to set Mexico apart from its regional peers - Manulife July 2021

The last time the annual rate of inflation, as measured by the index of core personal consumption expenditures, exceeded 3% was 30 years ago, in 1991.

In answer to the question ‘Can dead bees sting’ In court, yes. Other financial damage for investors, also yes. Pesticide risks can have very long tails.

The evolution of ESG, more than just a risk mitigator. The green premium is an elusive concept. Portfolio manager Laurence Monnier reviews the academic literature and crunches some numbers to quantify the extra pricing power afforded by more sustainable commercial properties.

As China’s bond market continues to attract increasing interest from international investors, it is critical to assess the creditworthiness of China’s issuers using a global rating scale, allowing investors to compare investments on the same basis.

Some interesting questions posed here: what constitutes a substantial social contribution. And of course, who decides if it’s right?

Progress is needed, and at a faster rate, will regulation offer a solution to speed things up?

Current valuations were viewed as only being justified by very bullish post-pandemic growth assumptions and there are signs it might be right, but will a third way derail momentum?

At the present time, the Net Zero Plan covers Railpen’s investments in listed equities, corporate fixed income, and sovereign bonds, approximately 65% of the investment portfolio