Why climate change is inflationary (and what to do about it)

Man using tablet

Strategist and Portfolio Manager Nick Samouilhan and Investment Director Joy Perry explore the link between climate change and inflation and suggest strategies to help mitigate the threat to client portfolios.

The time is ripe for US utilities stocks

Man using tablet

Global Industry Analyst Juanjuan Niska lays out four compelling reasons to consider the US utilities sector in today’s environment.

Tangible steps to decarbonise portfolios

Shadow in water

We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.

Adapting to climate change: investing in the resiliency imperative

Boat House

As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires and water scarcity.

ECB’s new framework: a stark contrast with the Fed

City and the bridge

The strategic review of eurozone monetary policy ushered in a more hawkish regimen than the US Federal Reserve’s. But the most important changes may have been to its climate change disclosure requirements.

Video roundtable: Climate mitigation and adaptation

Man using tablet

As part of our recent climate investment roundtable, Director of Climate Research Chris Goolgasian and Global Industry Analyst Alan Hsu discuss why and how the physical and transition risks of climate change are driving investment opportunities.

Update on key sustainability initiatives

A view of the number of windmills

We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures and expanding our compliance with SFDR.

ESG Research Update —
Update on key sustainability initiatives (Q2 2021)

numbers on paper, oil field, business people at table

We offer an update and mid-year outlook on key climate- and sustainability-related initiatives at the firm. We also provide an update on our ESG engagement and proxy voting activity in the quarter.

Applying climate research to impact investing

Man using tablet

Climate research increasingly informs impact investing. For example, solutions that help prevent or alleviate water shortages will likely attract more investor attention and trigger significant capital spending. Our impact portfolio managers describe how research from our Climate Research Team has helped them identify impact investing opportunities.

Using climate science to uncover investment opportunities

Sky

Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.