Tag: decarbonisation

While inflation is moving steadily lower, we believe the secular shifts of deglobalisation, decarbonisation, and demographic change – the "3D Reset" - will keep inflation and interest rates higher for longer. With the added challenge of geopolitical conflicts, many investors are reassessing their private equity allocation. But almost every year since 2008 has involved a crisis for investors in private equity.

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated. Adding the dimension of sustainability – in this case, decarbonisation – to your portfolio construction process does not mean changing your approach entirely.

Climate change poses risks to economies, companies, and investments. It is an important focus for us as active owners of assets on behalf of our clients. Many companies are carefully considering their exposure to climate risk and outlining their decarbonisation ambitions. What role can active ownership play in this, while also protecting and enhancing the value of investments?

Process automation plays vital role in making the mining industry more sustainable. It enhances operational efficiency whilst reducing environmental impact. By leveraging advanced automation systems, mining companies can optimise resource utilisation, minimise energy consumption, and lower greenhouse gas emissions.

Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting investors with a new set of investment opportunities.

Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk of recessions is prompting questions about the strength of the relationship between economic growth and corporate earnings.

The steel industry is the backbone of any economy, it forms the foundation of any modern economy and is essential to every single sector. Without a healthy and vibrant local steel industry, South Africa will simply not be able to integrate and develop itself or the rest of the continent.

In the past few years, we’ve seen the increase of wind and solar power generation as a cost-effective substitute for fossil fuels. Solar power is notorious as a go-to option and the fastest-growing energy source, playing a critical role to achieving a sustainable carbon free future. However, with renewable energy not available twenty-four hours a day, the need for balanced and flexible power generation is becoming rapidly apparent.

To some it might feel we’re living in an “endless summer” of artificial intelligence (AI), with a new breakthrough announced almost monthly. And whilst AI offers important benefits to a myriad of industries, it should also be cautionary tale, with the relevant cybersecurity, legal compliance, data protection and so forth measures put in place.

The aviation sector has pledged, like most, to reach Net Zero by 2050. From the International Air Transport Association (IATA) commitment to ‘Fly Net Zero’ to the declaration from the International Aviation Climate Ambition Coalition at COP 26, the air transport industry is not short of promises to dramatically reduce its carbon footprint.