Asset Allocation
Aggressive decarbonisation key to preventing stock market write-offs
Climate risk could have a significant impact on equities, with climate tipping points potentially wiping off half of global stock market valuations, researchers warn
Inside GPIF and APG’s infrastructure deal: a tale of two net zero stories
Two of the world’s largest pension fund investors, Japanese GPIF and Dutch APG announced a joint investment programme on infrastructure, what does this mean for their net zero journeys?
Tailwinds: Are UK investors finding opportunities onshore?
Only days after entering Downing Street, the new Labour government has lifted what it called a de-facto ban on onshore wind, could this provide tailwinds for investments in Britain’s onshore wind industry?
Investors continue to back fossil fuels with $4.3trn still invested
New research by environmental organisation Urgewald reveals that investors are still pumping $4trn of assets into companies that are developing new fossil fuel assets
Nuclear energy: appetite growing but challenges remain
With governments worldwide turning their heads towards nuclear for energy security and environmental reasons, is there investor appetite to commit to the controversial power source?
Legal & General opens DC offering to private market investments
Legal & General (L&G) has unveiled the L&G Private Markets Access Fund, offering its 5.2m defined contribution (DC) members access to private markets including investments in the energy transition
Aegon leverages LTAFs to put climate targets into action
Aegon’s default workplace fund has revealed details of its first private market investments, aimed at bolstering the fund’s net zero targets
Canbury’s Martindale: “It is time for a British responsible investment renaissance”
Will Martindale, co-founder of Canbury Insights and author of “Responsible Investment: An Insider’s Account” argues that in an age of populism, investors should see their role as policy makers, rather than being mere policy takers
Dutch pension funds in the firing line over ESG performance link
With the country shifting to the right, Dutch pension funds are facing mounting political pressure over their climate stance.
German manager commits to challenging fossil fuel expansion
Union Investment, one of the largest managers in the German institutional market has taken further steps to cut back fossil fuel exposure across its investment fund range
