Whitepapers

Investing in health and disease prevention is the best cure

MASJA ZANDBERGEN  |  THURSDAY, 15 JUL 2021
COVID-19 might have put the spotlight on health, but our investment and active ownership teams have had a focus on health, healthcare and healthy food for some years already. We take the good aspects of it, such as the excellent investment opportunities ...

A little more conversation and a lot more action

PIERRE LENDERS  |  THURSDAY, 1 JUL 2021
There's a lot of talk about the importance of environmental, social and governance issues in investment decisions, but is there sufficient action? And if there is, what does that action look like, and can it deliver on performance as well as moral objectives?

Why the move to clean energy won't be enough

ALISTAIR MILLS  |  THURSDAY, 17 JUN 2021
Climate change: Opportunity in the face of catastrophe

Why do payable days matter?

SASHI REDDY  |  THURSDAY, 27 MAY 2021
Payable Days' is the number of days a company takes to pay its suppliers. Investors often learn in 'Finance 101' courses that the longer a company takes to pay its suppliers the stronger its bargaining power is with them. Consequently, this is considered ...

We must approach public equities with an 'impact' mindset

KATHRYN MCDONALD, HEIDI RIDLEY  |  THURSDAY, 4 MAR 2021
When asked about 'impact', the first reaction of many investors is to point to private markets. We argue that, if we are indeed to achieve the massive social and environmental objectives that are needed, we must enlist the public markets, specifically ...

Science-based targets key to addressing the world's biggest challenges

LOUISE WATSON  |  TUESDAY, 29 DEC 2020
The global pandemic has offered few, if any, positive outcomes. It has precipitated a global recession the likes of which hasn't been seen since World War II, increased joblessness in the US alone by over 800%, and driven the first quarter global ...

Successful ESG integration: moving from why to how

GUILLAUME MASCOTTO  |  TUESDAY, 29 DEC 2020
Recent regulatory developments suggest that environmental, social and governance (ESG) investing is neither a fad nor a subjective enterprise. Rather, it has become a critical part of day-to-day investment management. Global investor commitment to ESG ...

Deep Decarbonisation: Green Hydrogen, Net Zero, and the Future of the EU-ETS

MARK LEWIS  |  FRIDAY, 18 DEC 2020
Beyond the fuel-switch paradigm: The EU-ETS and the goal of net-zero emissions

The future is now: the future of sustainable investment

RACHEL ALEMBAKIS  |  THURSDAY, 26 NOV 2020
As this most unusual year draws to a close, this roundtable presented a unique opportunity to gather a panel of experts from a diverse range of backgrounds - asset owners, asset managers, consultants and industry bodies - to discuss how sustainable investing ...

Hydrogen's role in the green economy

ANTOINE CHAMPENIER  |  THURSDAY, 19 NOV 2020
Hydrogen is the simplest and most abundant element in existence. People have imagined possible applications for hydrogen for a long time, but these ideas have often been full of promise yet short on delivery. So far, the element's uses have mostly been ...