Thought Leadership


A practitioner's guide to investing in the energy transition – Fidelity International
The vast breadth of the energy transition offers access for all types of strategies. But regardless of your approach, there are some principles to guide…
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The value of transition planning – Federated Hermes Limited
Companies’ climate transition plans are now regularly put to the vote during annual shareholder meetings, but the complexity of these plans can make them…
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Intra-Asia trade and green shipping revolution – abrdn
Emerging markets monthly insight: opportunity for investors as we enter a new multi-year upcycle for shipbuilding.
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Electricity vs gas – the devil is in the details – WHEB
In this article WHEB consider the complex and controversial relationship between gas and electricity pricing.
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2023-2024 ESG and Impact Report – Newcore Capital
The latest report for institutional funds demonstrates their commitment to create and manage genuinely sustainable investments which have continued to…
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Hydrogen: high on hopium, low on reality – ARK Invest Europe
Hydrogen projects are being re-evaluated due to economic challenges and inefficiencies.
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Transition investing: measuring credibility – Robeco
Explaining their approach to assessing company transition plans, including the repercussions on company capital and operating expenditure, and the implications…
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Future minerals: from underground to building blocks of tomorrow – abrdn
Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here is why investors…
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Equitorial: a practical pathway to net zero – Federated Hermes Limited
Can investors’ good intentions be translated into effective action?
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AI energy footprint: myths vs realities – ARK Invest Europe
As artificial intelligence (AI) becomes more integrated into modern society, concerns about its energy consumption are sparking widespread debate.
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