As the world continues to pump the gas on a one-way street toward catastrophic climate change, market actors are attempting to slow down the traffic by limiting global temperature rise to within 1.5°C since pre-industrial levels.[1] To date, climate-conscious investors have largely focused on reducing relative portfolio carbon exposure. However, divergent methodologies make fertile ground Read more […]
It is now three years since the historic events at the UN Climate Conference in Paris in December 2015. At that event, with much relief and emotion, the countries of the world came together to agree that global emissions should be limited. We would collectively seek to contain the temperature rise to within 2 degrees Read more […]
The landmark Paris Agreement to accelerate the transition to a low-carbon economy marked a sea change in the global fight against climate change. A swelling tide of carbon-limiting regulations has since emerged, shifting the narrative from a largely ethical debate to a material set of risks and opportunities for the financial markets, today. As the Read more […]
India regained its status as the world’s fastest-growing major economy at the end of 2017, posting a growth in GDP of 7.2%. Its population of 1.3 billion is also growing fast, as the country added 15 million people last year. Although welcome in their own right, these growth rates raise significant problems for the natural Read more […]
We often hear of the need to address risks resulting from environmental issues in financial markets. Research by The Economist Intelligence Unit, “The Cost of Inaction,” estimates the value at risk from climate change impacts as ranging from USD 4.2 trillion to USD 43 trillion between now and the end of the century. Over time, Read more […]
The SRI (Sustainable, Responsible, Impact Investing) conference took place recently in Denver, and it is a three-day conference that brings together asset owners, asset managers, and other investment professionals in the ESG, shareowner advocacy, and impact investing space. The conference is in its 27th year, and given that the conference took place in mid-November—right after Read more […]
Climate change talks dominated sustainability discussion in 2015 as COP21 approached As we approached COP21 in Paris this year, the core of sustainability discussion was increasingly centered on climate change, which has received a consensus priority status as both the most important and the most pressing subject. The Montreal Carbon Pledge that was adopted in Read more […]
Think you’re saving money by holding onto that old car? Think again. Since the recession, Americans have gradually held onto their cars for longer and longer because they have not wanted to spend money on new cars. Therefore, the average age of cars on the road has accelerated according to a recent survey from IHS Automotive. Also Read more […]
Climate scientists are predicting record breaking global temperatures from an El Niño expected this year that could boost commodity prices from further disruptions in the supply chain. This year has already been chock-full of supply shocks across many commodities such as nickel, natural gas, coffee and hogs, creating critically low inventories that will be extremely difficult to Read more […]
It’s not just because it took 10 years to negotiate with China or is worth $400 billion, but the new deal Gazprom signed to supply 38 billion cubic meters (bcm), which is about the amount NY state uses annually, of natural gas to China each year for the next 30 years may be a major game changer Read more […]
