Equities
EU pitches renewables-led energy independence plan at Davos
In urgent pursuit of strategic autonomy, Europe is pushing for more homegrown clean energy. Its latest move – a €5bn technology fund received significant backing at Davos
BP’s changing of the guard: Woodside 2.0?
Meg O’Neill, will take on the role of chief executive of BP in April 2026. O’Neill, previously served as chief executive of Woodside Energy, was at the helm during an era of widening investor discontent over the company’s transition plans
AP7 excludes BP, Woodside, Chevron and TotalEnergies over Paris alignment concerns
AP7, Sweden’s largest public pension fund, has adopted widespread exclusions of major fossil fuel companies, raising concerns that these firms are no longer aligned with the Paris Agreement
BlackRock loses €5bn Dutch equity mandate over climate misalignment
US manager BlackRock has lost its second major Dutch equity mandate, amid a sustained push by asset owners to hold managers to account on climate change
India’s green gambit: mapping the country’s transition investment opportunity
A recent IPO boom in the country, has renewable energy companies in the mix. While mitigation is reflected in fast-growing listed assets, adaptation is lurking in the country’s private markets
Physical risk: quarter of equity holdings in asset owner portfolios face ‘severe hazards’
New research from Swiss Re and MSCI shows a quarter of listed equity portfolio value is invested in high hazard zones
Investing in a post-Paris world: pension funds rethink their approach to climate indices
Ten years after the Paris Agreement, pension funds face a difficult question: can climate-aligned index investing still drive real-world change?
How investors plan to address the steel industry’s ‘methane blindspot’
In Australia, Fidelity is collaborating with Aware Super and Royal London Asset Management to pilot a new systems level approach
Decoding Article 9 funds with La Financière Responsable’s Alberto Matellán
The general manager of MAPFRE’s asset management subsidiary shares the investment hypothesis behind LFR’s Article 9 fund range
AXA IM Alts invests in nature-based solutions company
The investment will support peatland restoration through carbon credit projects in the US