2023 Outlook
Tune in to hear our portfolio managers outlooks for 2023. Outlook on Energy Transition Portfolio Manager Max Slee provides his outlook for the energy transition space for 2023. Outlook on Global Renewables Infrastructure Portfolio Manager Michel Sznajer provides his outlook for global renewables infrastructure for 2023. Outlook on Sustainable Listed Infrastructure Portfolio Manager Jean-Hugues de…
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From Climate Risk to Opportunity: The Concept of Avoided Emissions Within environmental and climate analysis, the positive impact of an investment is often not fully recognised or considered, and could be overlooked altogether. Most metrics focus on the risk side of the climate equation (Carbon Footprinting, Net Zero Alignment, Temperature Scores, etc…), with any potential…
Read MoreIn this paper, I want to try and distil the way we see policy frameworks from an investment perspective, and how you can try and think of these in similar ways to help you in your role as capital investors and allocators. There are three key players of policy convergence which establish much of the…
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