The Crucial Role of Resources in the Great Energy Transition Debate

It is becoming increasingly clear that to improve the chances of achieving Net Zero by 2050, natural resources companies are a key part of the solution—not the problem.

Unlocking Hidden Value in Carbon-Intensive Companies

In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.

ESG in Equities: Engaging for Progress in Corporate Governance

When it comes to ESG, engagement can not only bring about meaningful change, but also pave the way for value creation—as evidenced by the recent improvements in governance among Japanese corporates.

ESG in Pharma: Has the ‘S’ Reached a Turning Point?

Increased regulation and heightened competition are transforming the pharma industry’s behavior when it comes to the pricing and availability of medicine.

Powering the Transition to Renewable Energy

Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.

Natural Resources: Bridging the Gap to a Cleaner Future

There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.

ESG in Smaller Companies: An Overlooked Opportunity?

When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.

ESG in Asia: Accelerating Momentum

The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.

ESG in Equities: Identifying Winners in the Energy Transition

Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.