Research shows climate risks are positively priced into commodity options
WFE’s paper also highlights the relationship between climate risk premium and policy uncertainty
Commodities
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Macro matters: The big deal
Would a US/Ukraine mineral deal act as a stimulus or inject more volatility into an already fraught global commodity market?
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Q&A with TNC’s Heffernan: Financial institutions are failing to price in commodity market volatility
Finance ‘is the oxygen of commodities’ and should be leveraged to address deforestation risk
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J. Safra Sarasin introduces transition commodity fund
To be managed by George Cotton and Benoît Harger
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Helping to cement a sustainable future
Cutting down cement emissions not only makes environmental sense, but it is also a compelling financial opportunity, writes Eric Pedersen
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Q&A with JSS’s Cotton: Asset allocation ‘needs to be adaptive’ in the face of increased extreme weather events
George Cotton explains how the labour market is being affected by the unusually high number of work absences due to bad weather
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LGIM launches Energy Transition Commodities ETF
As LGIM expands its ETF range to reflect the demand for investments in the energy transition
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Can you be a responsible investor in commodities?
To embed responsible investing into all areas of investment, we must learn and innovate, writes RLAM’s Ashley Hamilton Claxton
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Global emerging markets bounced back in 2023
The sector was challenged by macro factors throughout 2022 but last year saw it rebound
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Q&A: Engagement and ESG innovation in commodities
Neuberger Berman’s Hakan Kaya discusses how the team improves ESG results in their commodity exposures, and where he thinks there is a tipping point for investment
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Global investors to increase allocations to impact strategies
Listed equity is the most popular route, a Vontobel survey finds
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Global investors to increase allocations to impact strategies
Listed equity is the most popular route, a Vontobel survey finds