Asset Allocation
Timing peak oil: are we heading for a delayed or timely transition?
Analysts are deeply divided when global demand for oil is likely to peak. NZI examines why asset owners are still struggling to manage the uncertainty around the transition timeline
NZI Renewable Infrastructure Summit 2024 : key insights
Net Zero Investor’s Renewable Infrastructure Summit provided a platform for asset owners and portfolio managers to explore opportunities in renewable infrastructure. This report provides an executive briefing and shares key insights from the event
Dutch pension giant joins forces with co-operatives to bet on North Sea wind
Europe’s largest pension fund, the Dutch public sector fund ABP plans to open its North Sea energy development Noordzeker to more than 700 energy cooperatives
Is the dominance of the magnificent seven bad news for your carbon footprint?
Could US stock market concentration become a stumbling block on the road to net zero?
Australia could become a major clean energy exporter: will super funds finance the dream?
At the ACSI 2024 Annual Conference, asset owners discussed their role in redefining Australia’s economic identity
Green hydrogen: the ‘champagne’ of the energy transition?
As part of Net Zero Investor’s first instalment in a climate solutions series, Aysha Gilmore takes a deeper look at the case for investing in hydrogen
Strategic overhaul at the People’s Pension: £15bn invested in climate tilted stocks
The People’s Pension, one of the UK’s largest private workplace pension providers has introduced an overhaul of its investment strategy, with more than half of its assets to be invested in climate aware equity strategies
NZI with Mona - investing in energy transition stocks
Energy transition stocks have had a tough time in 2023, could they make a comeback? Mona Dohle, editor at Net Zero Investor sits down with Robin Kollannur, portfolio manager at ScopeFour Capital and Tyler Blickhan, associate director investments at Ascension Investment Management to discuss the opportunities
Are Australian super funds aligned with Canberra’s 2030 emissions target?
Australia’s asset owners are looking to ‘super’ charge the country’s transition but some are making more progress than others