How asset managers are leveraging regulation to drive value creation

If spending more time at home becomes the norm, how well does this space now fit my lifestyle?

Several methodologies have emerged to define what ‘net zero’ investing means in practice.

The first major assessment from climate experts in nearly a decade predicts no end to rising temperatures before 2050 unless greenhouse gas emissions are slashed. Vulnerable Southeast Asia needs to mount stronger climate defences.

Lockdown measures resulted in a sudden decline in public transport and road infrastructure usage, causing formerly stable revenues to diminish and calling into question transport and utility current operating models.

The key questions at the heart of this debate focus on the ability (or not) of active managers to beat their underlying benchmarks and whether investors should simply abandon active strategies for passive investments. When formulating an investment strategy, this is a debate investors can ill afford to ignore.

Warming greater than the global annual average is being experienced in many land regions and seasons, including two to three times higher in the Arctic.

IGNITING AN INVESTMENT BIG BANG: A CHALLENGE FROM THE PRIME MINISTER AND CHANCELLOR TO THE UK’S INSTITUTIONAL INVESTORS

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