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Showing 61 - 70 of 168 results for "Horizon"

Investors lag in integrating climate risk: PGIM

RACHEL ALEMBAKIS  |  THURSDAY, 25 FEB 2021  |  NEWS
... investors." PGIM also notes that the evolution away from fossil fuels will play out "over a significantly longer time horizon", which means that the greenest firms within heavily emitting industries will outperform, and the role of active investment ...

Coca-Cola Amatil sets net zero carbon targets

RACHEL ALEMBAKIS  |  THURSDAY, 25 FEB 2021  |  NEWS
... technology changes and cost changes into the future. We're talking about a 20- year timeframe, and we're able to leverage that horizon. "In the short term, for example our 2025 renewable energy target for Australia. That will probably cost us because ...

ESG a total-portfolio subject: bfinance

RACHEL ALEMBAKIS  |  WEDNESDAY, 24 FEB 2021  |  NEWS
... "strongly agree") versus 70% (17%) expecting the same in bonds. These expectations become substantially firmer over a 20-year horizon. More than 90% of investors say that ESG criteria is important to them when selecting external asset managers (60% "strongly ...

Healthcare sector offers investment opportunity: American Century

RACHEL ALEMBAKIS  |  THURSDAY, 11 FEB 2021  |  NEWS
... one positive aspect that Li highlighted was the innovation of companies in the sector, which bodes well over the longer horizon. "Innovation in healthcare - look at how quickly companies were able to sequence the DNA of the virus, and how quickly they ...

Aviva Investors puts companies on notice over climate

RACHEL ALEMBAKIS  |  THURSDAY, 4 FEB 2021  |  NEWS
... how net zero commitments are being applied to capex plans. "Particularly within oil and gas and mining, the capex time horizon and lag before a project becomes fully operational can be 5 to 10 years, so if you're investing in old energy now, there are ...

Circular economy a key investment theme: American Century

RACHEL ALEMBAKIS  |  THURSDAY, 21 JAN 2021  |  NEWS
... tax-related incentives or procurement standards to stimulate demand for closed-loop innovations. A longer term investment horizon is needed to capture the alpha generation of that transition. "If you have a fund that's highly active with high turnover ...

Seeking financial, positive impact in SME investments: Beckon Capital

RACHEL ALEMBAKIS  |  THURSDAY, 21 JAN 2021  |  NEWS
... to take a 20% ownership stake. The average size of the business in the fund is $20 million and has an eight-year time horizon, similar to venture capital or private equity, Moffitt added. "The vast majority will be cashflow positive, and supplying dividends," ...

The conundrum of ESG in emerging markets

RACHEL ALEMBAKIS  |  MONDAY, 18 JAN 2021  |  NEWS
... and be willing to give them the benefit of the doubt in some cases. We like to hold our shares for a three to five year horizon. In our emerging market value products, we actually invest in undiscounted change. We aim to identify where fundamental changes ...

Successful ESG integration: moving from why to how

GUILLAUME MASCOTTO  |  TUESDAY, 29 DEC 2020  |  NEWS
... which valuation technique or scenario would they alter a company's solvency and growth trajectory over a given time-horizon. The following represents a ten-step process which can be used for an ESG integration strategy

Super fund backs microgrid battery storage development

RACHEL ALEMBAKIS  |  THURSDAY, 10 DEC 2020  |  NEWS
... have much exposure, and this energy sector investment happened to be green." The investment has a five to ten year time horizon, in line with other private equity projects. "We are funding the construction of battery projects in New York and Texas, with ...