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Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
From Belief to Action
We believe financial markets, critical to society’s ability to function, are under threat. For too long, it has been widely accepted that short-term performance, growth, risks and financial returns should be maximised at the expense of environmental and social outcomes.
Customers, politicians and shareholders are demanding renewable energy to drive down carbon emissions and grid hardening to limit the impact of hurricanes, storms and wildfires. This investment in mitigation and adaptation is driving up earnings growth.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
After decades of flat electricity demand for US utilities, the industry is now seeing unprecedented demand as growth in data centers / AI, electrification, onshoring and electric vehicles outweighs energy efficiency gains. One utility executive stated: “Seeing all these customers wanting 24/7 load and willing to pay for it – it is every utility’s dream”.
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