
Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
Do the Banks bums look big in this?
Banks & Climate Change equals Higher Risk, Higher Near-Term Growth, Fatter Tails. But does that risk the tail wagging the dog when it comes to responsible investing?
Recycling - the missed opportunity to make billions £$
We make 20 billion boxes a year for many of the world’s biggest brands, and are an advocate of separate collections for paper and card to improve the quality and quantity of recycling.
Rethinking finance: enabling sustainable development
Why financial inclusion matters and why banks are key drivers of innovation. People without bank accounts will find it harder to save and plan for the future, harder to pay for and invest in education and healthcare.
Defining Climate Change laws passed in NSW - full judgement
Campaigners and protesters are getting impatient. They’ve tried explaining the science, they’ve even asked major corporates nicely, now they are increasingly going to the Courts to seek impactful regulation & accountability. Result!
Too hot for climate change: Limiting population growth
Governments and others continue to maintain a solid green light for the growth of their populations despite droughts, floods, hurricanes, heatwaves, water scarcity, wildfires, air pollution and other climate-induced changes. Discuss
Hydrogen fuel cells’ coming of age?
Most of the hydrogen produced today uses natural gas as a feedstock, which is hardly a zero-carbon fuel.
Aviva calls for Online Safety Bill to include financial scams
There is no legal responsibility for technology firms to verify the legitimacy of the companies which pay them to publish adverts on their platforms.
A philosophical approach to agility in AM
Conference partners Aviva offer another great insight on the approach we should think about when taking on today’s investment challenges.
The ambition for COP26 - from a lyrical perspective
“Music should be an essential part of every analysis.”
Swiss psychiatrist Carl Jung (1875-1961)
5 investment lessons from the pandemic era - Capital Group
No one could have predicted the pandemic but, in hindsight, it would have been wise to consider the chance that something would come along and disrupt the incredible bull market of the previous decade.
The Concept Index for Emerging Markets
Novel methods of devising systematic investment and asset allocation frameworks that are uniquely informed by a new generation of political risk indicators.
Transient Inflation What if the Consensus is Wrong?
The money supply in the US exploded after the shuttering of the economy; however, the former appears to have been completely negated by the deceleration in velocity of money.
Food and Agriculture getting us to Net Zero
Wider economic benefits will accrue from the reduction in the cost of food in the form of increased disposable incomes and from the wealth, jobs, and taxes that come from leading the way in modern food technologies.
2020 Mobile Phone E-Waste index
Sweden has more discarded phones than people, topping the unenviable league-table of electronic household waste
Can Onshore Stocks Offer Shelter from China’s Market Storm?
Historical context, assertive regulations are very much par for the course in the Chinese economy summing up the advice to effectively take a chilled view on the outcomes. But isn’t that what the captain of the Titanic said at the time?
Our mid-year outlook and scenario update
US inflation is expected to be transitory
Fed is likely to react late if inflation turns out to be permanent
Equities remain more attractive than government bonds
Unintended Consequences?
The European Central Bank (ECB) has announced a wide-ranging initiative to combat climate change. We argue that the best way to address this challenge is through marketbased capital allocation mechanisms, not monetary policy.
Key factors in identifying impact priorities
APPROACHES TO SETTING SOCIAL AND ENVIRONMENTAL GOALS FROM GIIN
LCP’s latest quarterly DC update
Financial Conduct Authority (FCA) consults for stronger incentives to encourage more people to seek guidance from Pension Wise
Domestic Equities Weigh Down Japan’s Pension Giant
For the person who likes figures and few words. Enjoy!