Equities
‘Capital at risk’ -Sarasin & Partners divests from Equinor over climate concerns
Investment manager Sarasin & Partners has sold its shares in Norwegian oil firm Equinor, citing concerns over the firm’s transition strategy
Tesla shares in the rearview as pension funds shift into reverse
Pension funds have been falling out of love with Tesla shares amid growing concerns over governance and valuation, with some questioning whether the firm is still ‘a leader in the green transition’
The People’s Pension moves £28bn from State Street citing stewardship misalignment
The master trust has significantly scaled back its investments with State Street, amid a wider push to exercise more control over its investment portfolio
What does Elliott’s stake in BP mean for the oil giant’s renewables business?
Shares in British oil giant BP surged by 8% on Monday following the announcement that US hedge fund Elliott had taken a stake in the business
Analysts see ‘buyer’s market’ in clean energy stocks
With listed clean energy firms having seen much of their market cap wiped out, could now be an opportune entry point to buying green energy stocks?
2030 targets: how can DC investors move beyond the low-hanging fruit?
DC investors have made some progress on climate change, with most major master trusts setting net zero targets and cutting emissions. But is the hardest work still to come?
‘Renewables remain resilient’: CalPERS’ Cashion on the outlook for US climate investing under Trump
Peter Cashion, managing investment director, Sustainable Investing at CalPERS sits down with NZI to discuss Trump, the outlook for US renewables and how to define climate solution assets
