Investors shift energy allocations amid inflation and geopolitical concerns

Global investors are attempting to harness the investment opportunities provided by the energy transition by expanding into private assets, according to Schroders’ latest Institutional Investor Study. The annual study, which surveyed 770 investors who hold $34.7trn in assets, identified that decarbonization, deglobalisation and changing demographics are driving investors to change their portfolio allocations, and, over … Read more

How China is Decarbonizing the Electricity Supply for Aluminium

Decarbonizing the power supply for primary aluminium is critical for the sector to reach net zero. Electricity used during aluminium smelting – the process of extracting the metal from its ore – accounts for more than 60% of the industry’s carbon emissions. It is particularly important to control the carbon emissions of China’s production of primary … Read more

How a Technology Transition Can Help Tackle The Energy ‘Trilemma’

Energy security issues and the surge in energy prices during 2022 have shown that the path to a successful energy transition is neither smooth nor simple. Achieving a global supply of energy that is affordable, secure andmore sustainable is essential, but it won’t be easy. Success in tackling this energy “trilemma” will ultimately rest on the world’s … Read more

Window to Reach Climate Goals ‘Rapidly Closing’

The world is not on track to meet the long-term goals set out in the Paris Agreement for limiting global temperature rise, a major UN report warned calling for a commitment to decisive action. Simon Stiell, Executive Secretary of the UN Framework Convention on Climate Change (UNFCCC) which issued the report, called for“greater ambition and accelerating … Read more

Environment Bank rolls out biodiversity credits but caution remains

Protecting biodiversity, and the need to reduce demand for natural resources while strengthening the supply of natural capital, has become a high priority for asset managers, with many new funds coming to market to address demand for investment in this space. According to the 2021 Dasgupta review on the economics of biodiversity, construction, road building … Read more

Steps to Scaling Up Renewable Energy Investments

Dependence on fossil fuels in many countries leads to a vicious cycle of increasing costs, higher energy prices for consumers, more pollution that impacts people’s health, and higher greenhouse gas emissions that endanger the planet. In contrast, transitioning to renewable energy can unlock a virtuous cycle that produces lower-cost electricity for consumers, builds resilience, and helps … Read more

Popular stocks in climate funds have higher carbon intensity than benchmark

Despite the “remarkable” growth in the number of climate funds on the market over the past five years, Morningstar has found the most common stocks held within these portfolios are not aligned with 1.5C and have “difficult-to-manage” carbon emissions. In the annual report Investing in Times of Climate Change, Morningstar reported the menu of climate-focused … Read more

Allspring Global Investments launches climate transition fixed income fund

Allspring Global Investments has launched a fixed income fund investing in global best-in-class companies transitioning to a lower-carbon world. The Allspring (Lux) Worldwide Climate Transition Global Buy and Maintain fund will use proprietary climate transition credit research to deliver a portfolio that balances financial and climate considerations.  It is suitable for institutional investors who are … Read more