Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
In uncertain times, its important to look at historical facts
A zero-lag, perception-based valuation metric
‘Delay is Death,’ says UN Chief António Guterres
IPCC says War Devastates the Climate and International Efforts to Preserve It
Can Capital Markets Save the Planet?
The role of capital markets in the transition to a low-carbon world.
ESG Improvers in Credit Investing
Amundi explores the impact of ESG as Improvers on the corporate bond market
The role, opportunity & challenges of green bonds
Green bonds have experienced strong growth at the global level and represent, as of 2021, a USD1.5 trillion market, with issuers including governments, supranational institutions, and corporates
Predicting the New Issue premium in High Yield
The “new issue premium” is a proven phenomenon in credit markets.
Why Biodiversity Is Moving to Top of Mind for Investors
The TNFD framework is intended to ultimately support a shift in financial flows toward nature-positive outcomes.
Economic Transition Monitor
Edition #1: December 2021
From Invesco’s Global Market Strategy Office
The race to replace the ISS: ‘A full-scale industrial revolution’
Nuclear Fusion & Commercial Space travel. Now THAT is the new reality. With investment opportunities for those leading the charge.
Ukraine: The Investment Implications of a Loser’s Game
Financial markets sold off last week as investors worried about a possible Russian invasion of Ukraine.
Is it a bird? Is it a plane? No, it’s what I did at the weekend…
Just another quiet weekend. No cape required.
Seeing the forest AND the trees
Seeing the forest and the trees - JP Morgan AM's fourth annual Global Alternatives Outlook.
Integrating active return into asset allocation modelling
The expected market return of most asset classes has fallen due to high prices, achieving a 6-8% return will likely present greater challenges in the future.
DEEP WAVES: THE QUIET UNDERTOW OF INTANGIBLE ASSETS
Thinking beyond the label of value and growth is critical. Passive portfolios with factor bets are now extremely vulnerable to changes of style categorization.
IIGCC issues a Climate Change guide for Private Equity Investors
Policies to mitigate climate change and new technologies to address these new challenges will provide business and investment opportunities for private equity funds says IIGCC
Blackwell Capital tells Peloton chief to get on his bike
The company’s public image also took a hit in December, when HBO Max’s “Sex and the City” reboot killed off a Peloton-riding character.
Communications & branding. It’s a trust thing.
In it’s annual Trust Barometer, Communications giant - and friend to RAO Global - identifies the Rising Influence of NGOs
Danske Bank sets new targets for contributing to the green transition
“ESG as an area is evolving rapidly, and we constantly need to be ready to develop our targets along the way” says Berit Behring of Danske Bank
Examining Diversity & Inclusion From an Asian Perspective
DIAN asks how to get local leaders and colleagues in Asia to take diversity and inclusion seriously and treat it as a critical business issue.
The bigger they are, the more damage they can do….
BlackRock’s first stab at measurement & transparency is a good start but underscores why SEC action is so critical,