Q&A with Parmenion’s Mollie Thornton: Negative ESG narrative surrounding Trump is overdone
Surprisingly, there is plenty of overlap between the Trump administration priorities and sustainable investing
Net zero
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Private markets ‘redefining portfolio construction’ as investors plan to increase allocations
Infrastructure, credit and equity are the top picks, according to a Nuveen survey
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Sarasin & Partners exits position in Equinor over climate concerns
Says Equinor ‘is prioritising short-term returns over long-term sustainable capital creation’ by rolling back climate commitments
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Investing in solar amid increasing political uncertainty
Challenges include new trends requiring adaptation and new technologies to understand – investment is vital
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How to build a real net-zero portfolio
Targets are not working, despite the trillions committed to net-zero emissions over the years
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‘Love it or hate it, Drax is a strategic national asset’
Orbis Investments’ Alec Cutler explains why the firm is increasing its exposure in a company that can’t escape headlines for all the wrong reasons
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CFM launches energy transition and green hydrogen fund
The fund has secured £124m from European donors, and focuses on emerging markets
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First Sentier Investors’ Lee: Action we are taking to meet our ambitious nature targets
Joanne Lee shares the firms’ progress on its new nature targets and her predictions for future nature-related themes
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Compass launches platform to amplify stewardship efforts
The SaaS platform helps support decision-making, including fund monitoring, stewardship, and reporting
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Does membership of the Net Zero Asset Managers initiative matter to fund selectors?
Suspension of NZAM is a ‘blip in authenticity’ as investors look for reassurance around climate commitments from US asset managers
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Green Dream with Evenlode’s Sawan Wadhwa: ‘It’s a good time for NZAM to review itself’
Evenlode’s head of stewardship explains the firm found the NZAMi framework useful to assess the transition plans of investee companies
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Invesco rolls out US equity climate transition ETF
Tracking the S&P 500 with exclusions