Challenges and opportunities in the green future…

With the COP 28 approaching, we decided to look at some of the most timely and insightful content pieces which touch on ESG, the green economy, and sustainability. Below you can explore how emerging markets are tackling the transition towards a greener economy, what challenges ESG investors continue to face, and where might be the best opportunities for those looking to allocate their capital with a sustainable approach.

Seeing The Worth Of The Forest For The Trees (BNP Paribas AM)

Woodlands are bound to be a great asset for investors looking for alternative sources of income in the upcoming green economy.

The Power Of Sustainable Research (Matthews Asia)

For compliance reasons, this paper is only accessible in certain geographies

Can emerging markets offer good investment opportunities as the world moves forward towards a greener future? Yes, if enough due dilligence is done.

Net Zero Investment Portfolios Part 2: The Core-Satellite Approach (Amundi)

For compliance reasons, this paper is NOT accessible in the United States

While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach to net-zero investing.

Emerging Market Debt: Navigating ESG Risk And Uncertainty (MFS)

For compliance reasons, this paper is only accessible in certain geographies

Emerging markets face the challenge of balancing economic growth, access to affordable energy and poverty alleviation while avoiding carbon-intensive pathways.

Energy Transition: Innovation Gives Way To Consolidation (Natixis IM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

The energy transition poses real issues for investors. However, there are also plenty of opportunities to be explored.

The Great Superannuation Greenwash (Market Forces)

For compliance reasons, this paper is only accessible in certain geographies

Australia’s largest super funds are undermining their own climate commitments by voting against initiatives to accelerate the transition away from dirty fossil fuels.

Sustainable Investment Asset Owner Survey 2023 (FTSE Russell)

For compliance reasons, this paper is only accessible in certain geographies

Data shows that despite short-term influences on sentiment toward sustainable investment, allocators maintain long-term conviction in this investment theme.

The Green Future Index 2023 (MIT Technology Review)

Encouragingly, the Green Future Index 2023 sees growth in projects and strategies that integrate economic and social development with decarbonization.

Record Temperatures, Marine Biodiversity And Renewables (Lombard Odier IM)

For compliance reasons, this paper is only accessible in certain geographies

This year is set to be the hottest on record, as the average global temperature rose above the previous record established in September 2020.

Luxembourg Roundtable: ESG, Greenwashing And Regulation (State Street)

According to Morningstar, 307 Article 9 funds were downgraded to Article 8 in the fourth quarter of 2022, with combined assets under management of €170 billion.

Value versus Values in ESG Investing (Alpha Architect)

Motivations for ESG investing are either value-based or values-based. This piece explores the difference between these two mindsets.