This CIO's summer reading list on sustainability – and why you should read it too
Climate change is urgent, and a more comprehensive approach is needed to tackle it effectively.
09-09-2022
|
Interview
Schrödingers economie – wanneer moeten we de doos openen?
Wat is de werkelijke staat van de Amerikaanse economie?
07-09-2022
|
Maandelijkse vooruitblik
Learn from the birds and the bees – the urgency of biodiversity
Protecting biodiversity has become as urgent as the need to tackle climate change, and investors can play a role.
06-09-2022
|
Visie
Investors can help sustain our planet’s biodiversity
A twin emergency alongside climate change, it's important to understand how a decline in biodiversity is already impacting the global economy and financial markets.
31-08-2022
|
Video
SDGs help investors achieve their sustainable ambitions
The UN’s Sustainable Development Goals help take investing to the next level.
31-08-2022
|
Video
Indices insights: Do investors act on shifts in climate concerns?
A novel ‘polluting-minus-clean’ portfolio tends to underperform in periods of heightened climate policy uncertainty, and vice versa.
Short positions can be a meaningful add-on, but should not be an excuse for inaction on the long side of a portfolio.
27-07-2022
|
Visie
Harmful algal blooms are threatening surface waters
In moderation, algal blooms are a natural and needed part of nature; in excess, they are toxic for ecosystems and economies.
22-07-2022
|
Visie
Duurzaam beleggen in gevaar? Nee hoor!
Duurzaam beleggen had jarenlang de wind in de rug dankzij het positieve sentiment op de markten, maar lijkt de laatste tijd last te hebben van de veranderde windrichting.
21-07-2022
|
Visie
Robeco launches pure-play net zero climate strategy
Robeco has created a ‘no nonsense’ Net Zero 2050 Climate Equities strategy that will seek the world’s leaders in decarbonization.
18-07-2022
|
Visie
Indices insights: Combing through the climate data forest
We unpack the merits of different carbon metrics used to gauge climate risk in portfolios, including a new climate beta measure.
13-07-2022
|
Interview
Weighing the pros and cons of nuclear power as climate urgency grows
Robeco has revised its stance on nuclear power as part of efforts to transition to a net zero economy.
12-07-2022
|
Visie
Half-time! And what a ride it has been
After a turbulent first half of the year, the summer holidays represent a great time to catch up on useful information that you might have missed amid the tumult.
08-07-2022
|
Visie
Three Peaks Challenge: een race tegen de klok voor de markten
De markten kalmeren pas als de inflatie, rente en Amerikaanse dollar dit jaar allemaal een piek bereiken, zegt multi-assetbelegger Colin Graham.
07-07-2022
|
Maandelijkse vooruitblik
Insurers take the lead in sustainable investing
Insurers face a unique double whammy when it comes to climate change.
06-07-2022
|
Visie
Anyone for hiking this summer?
Hiking in summer is a popular way of getting away from it all, rambling across the hills and enjoying the views.
30-06-2022
|
Quarterly outlook
The future of fashion
As long-term investors, we think carefully about the impact of secular changes in consumer behavior on industries and individual companies.
28-06-2022
|
Visie
SI Dilemmas: We moeten anders gaan denken over duurzaam beleggen en rendement
Onder beleggers en academici woedt al jarenlang een discussie over de vraag of duurzame beleggers rendement moeten opofferen om hun waarden te realiseren.
23-06-2022
|
SI Dilemmas
Disclaimer
De informatie op deze website is uitsluitend bestemd voor professionele & institutionele beleggers.
Bevestig alstublieft dat u een professionele belegger bent en dat u de voorwaarden van deze website hebt gelezen en begrepen, en deze accepteert.
