Infrastructure: Global investors, investing locally
Hannah Smith speaks to investors about the increasing infrastructure opportunities in AI, renewable energy and utilities
Water
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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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Testing the water: Engagement is evolving
While data is still limited, fund managers’ engagement on water risk is evolving
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Infrastructure: Facing the challenges on the horizon
Investing in infrastructure should produce solid returns – as and when inflation peaks and real rates fall again
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Q&A with JSS’ Daniel Lurch: Capturing the full power of the green transition
Manager of JSS Sustainable Equity – Green Planet on the paramountcy of water, and how positive environmental outcomes and strong returns are not mutually exclusive
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Five themes taking centre-stage for ESG investors
Investing through a thematic lens is vital if we are to realise a sustainable world. Portfolio Adviser’s sister publication ESG Clarity talks to experts about the challenges and opportunities in five key areas