Money talks: investors turn their focus to fossil fuel funders
With the AGM season drawing to a close, Net Zero Investor assesses how investors have switched their engagement focus from oil firms to banks
UK
Investors divided on the merits of BHP’s takeover bids for Anglo-American
The scramble for critical minerals to the energy transition has been at the heart of BHP's bid to take over Anglo American but investors warn that it could become detrimental to a sustainable transition
Octopus Investments bets on carbon credits for expansion plans
Octopus Investments, the investment firm of UK energy giant Octopus Groups plans to expand its assets from £13bn to £50bn by the end of the decade, with natural capital playing a key role in its growth push
“Death by a thousand cuts” - why climate risk isn’t priced in
Riccardo Rebonato, professor at EDHEC Business School doesn't believe climate change will trigger a Minsky moment, he explains why investors should still be wary of current valuations
Asset owners call out Shell’s LNG expansion plans
Oil giant Shell is putting Liquified Natural Gas (LNG) at the heart of its expansion plans but ahead of its AGM, asset owners warn it is failing to meet Paris targets
Now:Pensions’ Keith Guthrie on ditching third party managers and new stewardship strategies
UK master trust Now:Pension has ceased relationships with its third party managers over stewardship misalignment. NZI caught up with Keith Guthrie, head of sustainability at Cardano and Now:Pensions to find out more
NZI with Mona - climate stewardship for bonds
NZI editor Mona Dohle sat down with Josephine Richardson, managing director and head of research at the Anthropocene Fixed Income Institute to discuss the role of bonds in the net zero journey