Thought Leadership


From climate change to climate transition - Aviva Investors
How looking beyond green credentials could accelerate a lower-carbon world.
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Journey to net zero - State Street Global Advisors
The 2016 Paris Agreement makes it imperative for investors to plan their journey to net zero.
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Using Implied Temperature Rise (ITR) metrics in a climate-aligned global equity portfolio – Fulcrum Asset Management
This note outlines what the ITR is, how it differs from backward-looking metrics and how it can construct a core, diversified global equity portfolio aligned…
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From real-world problems to real-asset solutions - Aviva Investors
How real-asset investors must decarbonise to future-proof portfolios.
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The cost of climate change: action versus inaction - AXA Investment Managers
Pricing mitigation efforts and assessing the difficulties of comparison.
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A case for: an active fundamental approach to climate transition - State Street Global Advisors
This new era of climate transition presents opportunities for generating significant alpha.
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How can we decarbonise the steel sector? - BNP Paribas Asset Management
"If we are to avoid dangerous climate change, we need to tackle emissions from the steel industry." writes Julien Bouyssou, ESG research analyst at BNP…
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Fundamental active equities - new drivers and new approaches for climate-related Investing - State Street Global Advisors
As COP26 approaches, a series of regulatory and economic drivers are emerging which have the potential to dramatically reshape equity investing.
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China's green reforms to clean up dirty industries creates opportunity - AllianceBernstein
While developed countries outline climate agreements, China’s participation matters most—the country is the world’s largest greenhouse gas emitter, releasing…
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Net zero and the enhanced approach to emerging market equities - State Street Global Advisors
The effect of adding a climate objective on risk and return.
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