Generation next with Mirabaud AM’s John Kisenyi: Power play
The sustainable global equity analyst on why the renewables sector is one to watch and that how we interact with data is about to change
net zero
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Over half of managers believe net zero will ‘be disorderly or fail’
As LCP report urges managers to address gaps in their transition plans to achieve net zero targets
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Fund manager profile: Impax AM’s Jon Forster, a ‘net-zero hero’
The recent run of weakness in the environmental sector presents a real opportunity for investors who believe in the long-term transition story
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Discounting net zero: Investment trust sector ‘re-embracing’ ESG values
JTC Groups’ Simon Gordon explains how the renewables trust sector is showing signs of recovery
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Orbis’s Cutler: The uncovered opportunities in the boring bits of energy transition
Many companies play a crucial part in the energy transition, but are overlooked by the market, writes Alec Cutler
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Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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Aviva bolsters responsible investment team with three hires
Phillipa Grant, Elizabeth Ortiz and Jeremy Ho join Aviva’s real assets unit
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Morningstar IM’s Bragazza: Investors must prepare for the path to net zero
Associate portfolio manager discusses mitigating climate risk when making investment decisions
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What does the pressure on offshore wind farms mean for the energy trust sector?
The wide discounts and high yields on many trusts give significant margin for error
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Cohen & Steers’ Rosenlicht: Investors must look beyond alternative energy to smooth returns
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
