Investors face ‘inflection point’ on physical risk, MSCI says
New research shows 900 companies with high exposure and low preparedness
Public Markets
Australian Ethical to challenge Macquarie on net zero financing
The superannuation investor says 2026 disclosures suggest Macquarie is abandoning its pledge to reduce fossil fuel financing
High conviction bets are reshaping the climate funds market
New MSCI analysis shows net outflow from listed multi-asset funds with thematic convictions driving broad market performance
Hong Kong eyes top spot as Asia’s sustainable investment hub
Its latest green bond issuance comes months after a transition finance taxonomy was launched
Breaking the bottleneck: will investors cash in on the transition materials super-cycle?
Supply chains for transition materials are becoming increasingly concentrated. With demand set to rise and governments pushing for diversification, is there scope for institutional investors to back the trend?
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
Green economy hits $7.9trn as share of climate adaptation grows
The green economy now accounts for nearly ten per cent of global stock markets, with climate adaptation making up a growing share, according to new research
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?
What are the best energy transition investment opportunities in 2025?
From political and economic risks to grid investments and the current state of renewable equity and climate start ups, Net Zero Investor sketches out the energy transition investment landscape
Cushon’s Marc Barnett on private market and carbon credit ambitions
Three years ago, Cushon claimed to be the world’s first net zero pension fund. NZI caught up with Marc Barnett to explore how the master trust’s net zero ambitions have evolved
Real estate stewardship: how to decarbonise buildings
In part 4 of NZI's stewardship series, asset owners explain why finding the right business case and optimising interventions are essential for transition success
Balancing speed and impact: Aon’s Jo Sharples on net zero targets for DC
With net zero targets set, Aon's CIO for DC Solutions Jo Sharples discusses the need for real impact over symbolic actions and explains the potential of private markets to accelerate the transition
Brunel’s Ravishankar: preventing stewardship strategies from becoming paper tigers
Vaishnavi Ravishankar, head of Stewardship at Brunel Pension Partnership takes stock of this year's AGM season arguing that climate stewardship is at an inflection point where alignment between managers and owners has to become a priority
Proxy season 2024 stock take: what shareholder votes tell us about stewardship
What do the results of CA100+ flagged votes for the 2024 proxy season tell us about progress on the road to decarbonisation?
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?