Industry news and views from Panacea and our partners.
Ethical/ESG_
Rathbones In the KNOW blog: Good COP, bad COP?
The eyes of the world will be watching the COP26 global climate summit next week. Our stewardship director Matt Crossman asks: what will make it a good COP? And how will we know if its a bad one?
Square Mile Research: Talking With Nick Hayes
From the future of bonds in portfolios to ESG and Inflation, read the conversation featuring Nick Hayes of AXA Investment Management and Richard Romer-Lee of Square Mile.
Aviva Investors: COVIDs dirty plastic secret
As the world continues to grapple with the health implications of COVID-19, unintended consequences were inevitable. In this data-led story, we look at the effect the pandemic has had on global plastic wastage and what policymakers can do to tackle the issue.
Aviva Investors: Will accountants save the world?
A shake-up in company reports and accounts to consider companies environmental impact could radically alter the way they are assessed, argues the influential political economist and accountant.
Ask the Fund Manager, Guillaume Paillat - Ep 73. What are green bonds?
The UK's first ever sovereign green bonds raised £10bn. But what are green bonds anyway?
Schroders Emerging Markets Lens: your go-to guide to emerging markets (Unstructured reading)
Our new regular analysis highlights the charts and data that matter to emerging market investors.
Schroders: Lessons from the pandemic for COP26
One of the few positive effects of the Covid-19 pandemic has been that it has accelerated interest in the environment by bringing people closer to nature.
Jupiter Asset Management: Impact report executive summary
In the summary of our annual Impact Report, we share analysis of the strategys impact on Planet, People and Profit. We are seeking to provide savers with tangible insight into how their savings support a transition to a more sustainable world.
Jupiter AM: Calculate investment impact
The investment team assesses the value created for Planet, People, and Profit of all companies invested in by the Jupiter Global Sustainable Equities Strategy. Enter an amount in the calculator window and press ENTER to see the positive impact your investment is aligned to.
Columbia Threadneedle: Climate change: reassessing the risks of wildfires
The 2020 wildfire season in the US was among the worst on record. In California, a record-setting four million acres burned, doubling the prior record set in 20181. Amid the pandemic shutdown, North America was the only region in the world to see pollution levels rise, and that was due almost solely to the smoke created by these fires.
Aviva Investors: Measuring the mythical
The green premium is an elusive concept. Laurence Monnier reviews the academic literature and crunches some numbers to try and quantify the extra pricing power afforded by more sustainable commercial properties.
BNY Mellon: Making up for lost time on climate policy
Will the US be able to cut greenhouse gas emissions in half by 2030 despite a four-year period of climate policy stagnation? If the federal government incentivises the electric power sector to transition its energy source, it may be possible, according to Paul Flood, multi-asset portfolio manager at Newton.
BNY Mellon: Is the road ahead clear for electric vehicles?
Advances in mobility such as electric transport have been touted by some as a major weapon in the fight against global warming. Yet the road ahead will not be entirely free from speed bumps, warns the Insight Investment team.
BNY Mellon: Is employee wellbeing the new E in ESG?
The way companies approach employee wellbeing can be a critical test of their culture. Can they come through the current crisis with a stronger and more meaningful workplace culture or will Covid-19 simply expose this as an empty gesture? Alan Edington, investment manager at Walter Scott, considers some corporate options.
BNY Mellon: The journey to a carbon-neutral economy: the electrification challenge
Walter Scotts investment team consider the challenge and opportunity in the coming energy transition.
BNY Mellon: Facing up to the net zero challenge
With US President Joe Biden this year pledging to cut carbon emissions by 50% below 2005 levels by 2030 and China, the UK and Japan also committing to major greenhouse gas reductions, how can global investors play their part in the wider fight against climate change? BNY Mellon Investment Management managers survey the landscape ahead.
J O Hambro: H2 beyond CO2 Filling the gaps in the environmental case for hydrogen
Energy transition is one of the themes of the Regnan Global Equity Impact Solutions Fund, prompting our investment teams interest in deeply understanding potential risks and unintended consequences the subject of Regnans latest thematic research report: H2 beyond CO2 Filling the gaps in the environmental case for hydrogen.
Rathbones In the KNOW blog: Spicy stocks and birthday treats
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why hes building up his cash.
M&G: A Circular Economy: Picking The Easy Net-Zero Fruit
Most nations have today accepted the challenge to cut greenhouse gas emissions to net zero by 2050. The need to replace fossil fuel activities with cleaner energy sources has taken centre stage.
PruFund Planet a world of good
Vince Smith-Hughes Director, Specialist Business hosted the seminar, and he was joined by four?of our investment experts Cat McInally, Investment Business Development Manager,?Ben Hamilton and Olivia Trevor - Investment Manager Oversight Analysts and Michael Watt,?Investment Director.
J O Hambro: Methane: cows, hydrogen and the future of the Arctic
The first in the Regnan Radar series looks at methane, which accounts for 23% of greenhouse gases and is the largest contributor to climate change after carbon dioxide.
Aviva Investors: Climate technologies
No single technology is enough to tackle the climate crisis, a global and systemic issue that requires joined-up thinking. We flag different pathways to address warming gases in the atmosphere five nature-based and five technical and ask what steps are needed next.
Jupiter Sustainable Investing Academy (3 hours)
In recent weeks we have been proud to present the Jupiter Sustainable Investing Academy, a series of six 30-minute online training sessions featuring an array of sustainable investing experts from across Jupiter.
M&G: Impact Equities team: Sustainable economic cycles
Please find below a note from the Impact Equities team exploring the idea of sustainable economic cycles, as governments, companies and investors are increasingly shifting towards sustainability and impact.
Rathbones In the KNOW blog: Without good governance, 'ESG' falls apart
Responsible investing and capitalism itself are doomed to fail without good corporate governance, argues Rathbones stewardship director Matt Crossman. Its the artful science of ensuring company managers are in step with other stakeholders interests.
FCA launches new ESG and Sustainable Investment Principles
The FCA has launched their new ESG & sustainable investment principles today - which we have been looking forward to since first mentioned by them publicly at the 'SRI Services and Partners Good Money Week conference' last October.
Jupiter Asset Management: No more waiting: its time for change
In the next few years, there will be a profound change in the way people think about this planet, their place on it, and their relations with each other. The change will have huge consequences for all aspects of our way of life, including investment.
Rathbones In the KNOW blog: The snowball effect
Fund manager David Harrison explains how the UN Sustainable Development Goals, which began life as an aspirational target for governments around the world, transitioned to an unofficial framework for ESG investing. But can they really make a difference?
ESG Module 6: We need to talk about net zero (49 minutes)
Conversations about net zero are increasing at an exponential rate. But what does a credible pledge look like and what does it actually mean for the investment advice process?
Sustainable investing: delivering positive impact and a more sustainable world (35 minutes)
Why should investors consider ESG strategies? In the first of our Sustainable Investing Academy events, Abbie Llewellyn-Waters explains that doing good for the planet and for people need not be at the cost of profit.
Rathbones In the KNOW blog: Welcome to the big leagues
Just a few short years ago, only those in the know were talking about sustainable investing. Today it seems to be everywhere. All thats missing is a global standard for measuring a companys ESG performance, says David Harrison, manager of the Rathbone Greenbank Global Sustainability Fund.
Columbia Threadneedle: Funding Europes green infrastructure finance gap
Responsible Investment has witnessed strong growth over the past five years. However, the past six months have seen it embark on a much steeper trajectory.
Square Mile: 3D Investing: Who are we?
With the recent shift towards investing with a responsible focus, 3D Investing aims to provide an independent verification of the extent to which funds and asset managers do good, avoid harm and lead change through Responsible Investment. Watch this explainer video to find out more
Jupiter Asset Management: Note from the Investment Floor - Momentum for change on ESG policies
Abbie Llewellyn-Waters, Head of Sustainable Investing, explains why climate change and fair working practices increasingly matter to investors.
Royal London are delighted to be supporting Ethical Finance 2021
Royal London are delighted to be supporting Ethical Finance 2021. Organised by the Global Ethical Finance Initiative (GEFI), the summit will be taking place from 8-10 June. Over 1,500 delegates from 100 countries are set to come together for a virtual summit dedicated to driving positive change in financial services.
Rathbones In the KNOW blog: Quality over quantity
Sustainable investing may be known for its values and principles, but there are other advantages for investors. David Harrison explains how companies that embrace ESG are more likely to be more resilient over the long term.
FundsNetwork: What are the latest adviser trends on sustainable investing?
Client allocation in ESG has grown to 15% in the last year and 68% of advisers expect to see a continued increase in assets invested in ESG funds and solutions.
Aviva Investors: How investors pushed BP to become a climate leader
Investor power was a critical factor behind BP setting one of the most ambitious climate strategies of any oil major.