Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
From Allegro to Adagio: Growth, Inflation and the tune it plays
The current economic situation can be summarized in terms of growth, jobs, inflation, profits, overseas activity and the position of the dollar.
Introduction: The task ahead and the opportunities
Decarbonisation of electricity generation: The foundation stone for achieving net zero. MACQUARIE
Gold, the ultimate recyclable product
As India’s demand for gold outpaces its domestic mine supply, demand is fulfilled by imports as well as gold recycled locally. Recycling in India is a Rs440 billion industry making up 11% of the average local annual supply.
EIB provides €400 million to support first ever energy link connecting Germany and the United Kingdom
The energy link will support renewable energy policies in the European Union and the United Kingdom.
Checking the temperature of the Chinese consumer
China is crucial to both global consumption and production. What implications could the latest wave of lockdowns have on consumer demand, company earnings and portfolio positioning?
SUSTAINABLE ASIAN CITIES PREPARING NOW FOR THE FUTURE
This article is centred on five topics:
Enhanced urban mobility, infrastructure improvement, promotion of integrated development, improvement of health and educational facilities, and investing in innovative technological solutions that support the other four elements.
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The Case for China Remains Strong
“…the current environment is probably as good as it will ever get for us as stock pickers…”says T Rowe Price about the case for investing in China
EPA, Biodiversity, Nanny Employer, Symposium & Carbon Freebie
Preserving the UK’s biodiversity is undoubtedly essential. But so is the availability of affordable housing.
Reconciliation and responsible investment: Growing the Indigenous economy in Canada
Asset owners should ask their investment managers three questions regarding Indigenous relations and reconciliation, says the PRI
CalSTRS advances net zero progress, climate change action and human capital management during proxy season
CalSTRS is the largest educator-only pension fund in the world with $314.8 billion and their influence is becoming ever stronger and more determined. Ignore it at your peril!
The Quiet Machinery of Repair
One minor side effect of this terrible pandemic is that we have all become more educated on our immune system. Looked at objectively, it is a masterpiece of evolutionary excellence.
US workforce housing: Driving compelling returns and social good says M&G Investments
Building a pipeline of opportunities through further acquisitions of underperforming assets which target value creation for investors, offering potential to scale.
How does real estate perform in inflationary environments?
Historically, real estate has performed well in inflationary environments, with the apartment and office sectors posting particularly strong income and value performance.
ESG investing
There are often tensions and trade-offs, if not outright conflicts, between financial returns and ESG scores
As Americans age, a demographic crisis looms
Medicare accounts for about 12 percent of the federal budget, about $776 billion. In 2020, nearly 63 million people enrolled in Medicare — triple the number from 1970. By midcentury, the number of Medicare enrollees is projected to reach about 87 million.
The Rollover Race between Growth and Inflation
Dr David Kelly of JPMorgan says ‘growth could still remain positive in the third quarter due to three important trends.’ Read on to see why he’s feeling positive
Investment Banker Salary and Bonus Report: 2022 Update
This article highlights the new base salary ranges for U.S.-based roles at large banks as of early 2022, along with total compensation from 2021 for London-based investment banking roles.
ESG Data: Philosophy and practice
In today’s world the demand for sustainable investment opportunities continues to increase, with investors becoming more concerned with how their money is being invested, and the positive change this creates.
Investing to feed our future
Disruption of the region’s critical wheat and fertilizer exports threaten to push an estimated 33 million–47 million more people in 81 countries to the brink of famine in the coming year.
Private Equity Should Take the Lead in Sustainability
PE-owned companies operate on a longer time horizon than publicly traded companies do, giving them ample time to make investments without the glare of quarterly earnings calls.