In the latest ESG Materiality newsletter, Olivia Lankester, director of responsible investing & sustainability, global emerging markets, outlines how the invasion of Ukraine has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification.
How the GEMs strategy is positioned to benefit from transition tailwinds
The views and opinions contained herein are those of the author and may not necessarily represent views expressed or reflected in other communications. This does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.
Not all risk models are built alike. Here, the Global Equities team provide an overview of their proprietary MultiFRAME risk model. During periods of market stress, they argue, it can cut through the noise to provide a true picture of underlying exposures.
In this latest edition of our ESG Materiality newsletter, Olivia Lankester, Director of Responsible Investing & Sustainability, Global Emerging Markets, considers the latest EM response to the net zero imperative.
It’s vital we, the Global Equities team, analyse and measure both how climate change risk can negatively affect investments and how the shift to a low carbon economy creates valuable investment opportunities.