Europe
“Like swapping GPS for a paper map”: investors push back against EU’s Omnibus simplification
European asset owners have signed a joint statement urging lawmakers to protect core elements of CSRD and CSDDD
US-Europe manager divergence on climate widens
The gap between European and US managers on climate action is widening further, amid growing pressures from asset owners on stewardship alignment
NZI with Mona: earnings season, oil prices and fossil fuel cashflows
Amid a slump in global oil prices and an increasingly challenging outlook for earnings at major oil and gas firms, NZI editor Mona Dohle caught up with Rohan Bowater, co-founder and lead-analyst oil and gas at Accela Research to discuss transition strategies and the earnings outlook for the sector
When regulation steps back, the market steps forward: private sector leadership in sustainable real estate
Chris Pyke, chief innovation officer at GRESB argues that while US regulators are pivoting away from considering climate change as financial risks, private investors emerge as the driving force pushing for decarbonisation
A2A misses SLB target, triggers 25bps coupon step-up
The company’s AGM documents show that renewable energy capacity addition fell short
“If you fund destruction, you’re responsible”: Ugandan activist urges investors to drop TotalEnergies
Ahead of the Total AGM in May Net Zero Investor sat down with environmental scientist Samuel Okulony to find out more about the human and environmental impact of the EACOP pipeline
Triodos Bank exits NZBA after alliance drops 1.5°C target
Dutch lender Triodos Bank has announced its decision to leave the Net-Zero Banking Alliance (NZBA), following a majority vote among the network’s 120 members to ease conditions for membership
Follow This pauses shareholder resolutions citing lack of investor support
Dutch campaign group Follow This is not filing any proposals during this AGM season, highlighting growing reluctance among investors to back shareholder activism
Big oil’s step back is a signal to shareholders
Rohan Bowater, co-founder and lead oil and gas analyst at Accela Research argues that BP's doubling down on oil and gas mean shareholders need to acclerate their stewardship efforts
