sustainability

Latest news and analysis on sustainability

Fund in Focus
Sponsored

The end of the Magnificent Seven's reign may be a boon for this investing strategy

Find out how the Impax Asset Management team deliver returns despite the noise (and risks of) being carried away by the green narrative.
Livewire Exclusive
Livewire Markets
Property

BioUrbanism: Redefining Sustainable Urban Land Development

Proactive environmental impact investments drive positive ecological outcomes and consistent, long-term financial returns. Find out more.
Nigel Sharp
Dragonly Enviro Capital
Investment Theme

The dynamics of active vs activist investment approaches

Explore the nuances between active and activist investment strategies, from corporate governance pressures to fostering sustainable growth.
Brendan York
NAOS Asset Management
Macro

3 reasons for investor optimism despite global challenges

We believe there is plenty investors can take solace from including positive structural trends across credit markets, technology and ESG.
Chris Iggo
AXA Investment Managers
Listed Series

This investor owned Tesla and Nvidia before they soared. Here's how he spots winners

Janus Henderson's Hamish Chamberlayne has an uncanny knack (and a rigorous investment process) for discovering the world's hottest firms.
+2
Hans Lee
Livewire Markets
Investment Theme

Mind the gap: the role of gender equality in investing

There's an increasing investor drive towards gender equality, which is also evidence-backed to have a positive impact on performance.
Vinnay Cchoda
Betashares
Investment Theme

Why this market theme is ripe for active investing

Much has been made of the rise of passive investing, but one megatrend lends itself to active investing – and it's not what you might think
Chris Conway
Livewire Markets
Investment Theme

Staying the course – WHEB remains committed to sustainability investing

In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford Marshmallow experiment’. The...
Ted Franks
Pengana Capital Group
The Pitch

Sick of high power and food bills? Time to focus on the solutions (and the investment opportunities)

Prices of basics, food and energy, have skyrocketed since the pandemic. You can keep whining about it or you can invest in the solutions.
Chris Conway
Livewire Markets
The Pitch

From exclusion to solutions: the modern approach to this investment opportunity

Hubert Aarts, Deputy CIO at Impax Asset Management, identifies five big drivers of opportunity when it comes to sustainable investing
Chris Conway
Livewire Markets
Macro

The impact of conflict in the Middle East on clean energy transition

War in the Middle East has sent shockwaves around the world. The scale of the human tragedy and the complexity of the geopolitical issues are hard to exaggerate, and...
Ted Franks
Pengana Capital Group
Equities

Renewable energy stocks: changing winds?

Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
Anthony Doyle
Anthony Doyle
Firetrail Investments
Investment Theme

Keeping pace with the energy transition

Energy transition has broad economic, political, and investment implications
T. Rowe Price
T. Rowe Price
Investment Theme

The data challenge

Sustainability considerations are the forefront of investment decision-making. This article highlights the importance of ESG data reporting.
Glen Finegan
Skerryvore
Equities

Filling up the glass: Orora's acquisition of Saverglass

Orora is not exactly shy about pursuing acquisitions. But will this one sit well with shareholders?
AMC
ORA
Kym Sheehan
Livewire Markets
Equities

These 4 companies are packaging yesterday's trash into cashflow treasure

Sustainability risk need not be about avoiding companies with poor performance; investment opportunities exist in a variety of sectors.
AMC
COL
+5
Kym Sheehan
Livewire Markets
Reporting Season

How Worley is "firing on all cylinders" according to CFO Tiernan O'Rourke

Worley is at the forefront of a key structural change and in a “formidable competitive position”.
WOR
Chris Conway
Livewire Markets
Investment Theme

How this investment style is having an impact (and the companies we're most excited about)

Impact investing is more than just a trend. Find out why.
Adam Tucker
Dragonfly Enviro Capital
Education

Why the HVAC industry loves heat pumps

In February, we wrote about heat pumps and how WHEB invests in the technology1. But we aren’t the only ones interested in the topic. This month, I traveled to...
Ted Franks
Pengana Capital Group
Undiscovered Funds
Sponsored

Proving a focus on ESG and outperformance are not mutually exclusive

Martin Currie has combined its value focus with sustainability, to deliver outperformance and an award winning fund.
ALQ
AMC
+16
Will Baylis
Martin Currie
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