How bond markets can battle nature loss
Josephine Richardson, head of Research at the Anthropocene Fixed Income Institute examines how investors can steer nature positive outcomes in their bond holdings
Research
Norwegian investors ramp up voting engagement with oil and gas supermajors
Last AGM season Norwegian investors supported nearly all climate activist resolutions at oil and gas supermajors but will this behaviour continue in 2024?
Research spotlight: how are major oil and gas firms scoring on transition planning?
Some of the world’s largest listed oil and gas firms have come under fire for insufficiently preparing for the energy transition. Research reveals significant divergence between firms, who are the leaders and laggards?
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
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?
How ‘ordinary’ is the business of climate change?
For climate-related shareholder resolutions to work, they must first pass the ordinary business test
Net Zero with Nawar - private equity, climate tech and the next shiny thing…
Net Zero Investor’s head of research Atharva Deshmukh catches up with Nawar Al’Saadi about why asset owners are increasingly turning towards private equity to invest in climate solutions.
Private equity: a double edged sword?
A decade of cheap credit and relatively relaxed oversight has propelled the rise of private equity-backed investments into upstream oil and gas
Net Zero with Nawar - data driven investing
Monica Woodley and Nawar Alsaadi take stock of the deluge of climate data - what are the pieces of information that are financially material?
Morningstar’s Bioy: “Investors increasingly understand the need to finance transition companies”
Hortense Bioy, global director of Sustainability Research at Morningstar sat down with NZI editor Mona Dohle to examine why investors are turning from low carbon to energy transition funds and if the US elections could become a stumbling block on the road to net zero
NZI with Mona - Hortense Bioy
Hortense Bioy, global director of Sustainability Research at Morningstar sat down with NZI editor Mona Dohle to examine why investors are turning from low carbon to energy transition funds
The energy transition doesn’t require a surge in capex but a reallocation
The energy transition is often presented as extremely costly but Kingsmill Bond and Sam Butler-Sloss at the Rocky Mountain Institute (RMI) argue that this is not necessarily true
Investors worth $25trn push back on ‘laggard’ mining companies
A coalition of investors are set to engage with 100+ mining companies to adopt global tailings standards.