Archive

Results: 75 Matches

Mar 18, 2024 European Transformation

Europe’s transformational scorecard

By: Michael Lewis, Murray Birt, Maria Milina

Tracking European sovereigns in their transformational journeys

ESG, Thematics
Feb 01, 2024 ESG

The road ahead for direct lending

By: Michael Verhoeven, Maria Milina, Michael Lewis

Supporting transformation and sustainability ambition

ESG, Thematics
Jan 19, 2024 ESG

Making sense of commodity price forecasts

Geopolitical risk adds yet another layer of complexity to understanding commodity prices. In terms of forecast accuracy, though, it’s all about the vol.

ESG
Dec 12, 2023 ESG

Investing in carbon: a new asset class

By: Murray Birt, Jay Joshi, Michael Lewis

European carbon allowances - “A little goes a long way”

Commodities, Sustainability, Energy, Equities
Dec 01, 2023 ESG

Nature-focused regulations start to get serious

By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger

Whitepaper #1: Catching-up to climate

ESG
Nov 29, 2023 Macro

10 themes for the year 2024

By: Björn Jesch

CIO View Special

Macro, Alternatives, Equities, Fixed Income, Allocation, ESG, Artificial Intelligence, Digitalization
Nov 29, 2023 ESG

Circular Economy: Squaring the circle

How moving towards a carbon-neutral and ecologically sustainable circular economy is not only natural but can also be profitable.

Alternatives, Real Estate
Nov 29, 2023 ESG

Electrification: The Innovator's Dilemma

Current plans for utilizing renewable energy as the most cost-effective solution to reduce greenhouse-gas emissions look set to shake up many established business models

ESG
Nov 10, 2023 ESG

Carbon allowances correlations with European equities

Carbon allowances are emerging as a fascinating new asset class. As Europe’s carbon market matures, it is starting to display distinct equity market correlations.

ESG
Nov 03, 2023 ESG

Unintended peak oil

The oil and gas sector has been strongly outperforming the alternative energy sector. There are many reasons for that. Higher interest expenditure is one of them.

ESG
Sep 15, 2023 Americas

Decarbonizing Corporate America

Decarbonizing Corporate America will be discussed on the New York Climate Week. Adopting science-based emission reduction targets might help.

Macro
Sep 12, 2023 ESG

Navigating the climate index jungle

By: Michael Lewis, Lukas Ahnert

Climate benchmarks and their personalities

ESG
Aug 18, 2023 ESG

China's electric carmakers are just getting started

News about price wars and company troubles in China are no reason for Western carmakers to sit back. Rather, they are harbingers of still more competitive times ahead.

ESG
Jul 28, 2023 ESG

ESG in Strategic Asset Allocation: The 2023 Update

By: Matthias Schuckardt, Gunnar Friede, Peter Warken, Marco Kleweken, Jason Chen

ESG
Jul 27, 2023 ESG

Earth Overshoot Day – Moving the Date

This year, Earth Overshoot Day (EOD) falls on August 2. This is the point in the calendar when human consumption of ecological services, such as water provision and carbon storage, passes the point at which the earth can replenish these services in any given year.

ESG, Macro, Alternatives
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