A hidden gem: Biodiversity is the key to unlock gains in green infrastructure arena
Events
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Deep Dive into ESG - green infrastructure
Giulia Guidi of NextEnergy Capital
Giuila Guidi
An investment in a renewable infrastructure solar fund is much more than just an investment decision that delivers a high, steady and reliable income.
It is an investment decision that helps the world transition to an ever-increasing renewable energy supply and helps tackle climate change along the way.
Placing your trust in renewables: Specialist funds from both sides of the pond will deliver
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Deep Dive into ESG - green infrastructure
Asset Intelligence s Kel Nwanuforo
Adrian Lowcock
The US is currently in the driving seat when it comes to new opportunities for investment in green infrastructure. Following the launch of President Joe Biden’s $2trn plan to improve the nation’s infrastructure and to steer the country towards greener energy over the next eight years, the country is firmly in the spotlight.
Boom and bust: What impact has Covid-19 had on commodities cycle?
Taking a close eye on the mining sector
Matthew Read of Quoted Data
Matthew Re
History shows that commodity cycles tend to be long.
Back in the summer of 2019, Robert Siddles, the then-manager of what is now Brown Advisory US Smaller Companies, joked with me that commodity cycles tend to have ten up years, then 18 down years, so, with the last up cycle starting in the early 2000s, he planned to start looking at them again in 2027.
In reality, the pandemic appears to have moved this date forward. But why do commodity markets have such elongated booms and busts? And where are we today?
Forces for good: Six stocks at the forefront of social empowerment
Which companies are making a difference?
Nordea s Thomas Sørensen and Olutayo Osunkunle look at the six companies they believe are leading the push for greater social empowerment.
LEG
LEG is a pure play on the German affordable residential market, where there is a shortage of affordable housing and demand is far higher than supply.
LEG, which has a 10% share of the German affordable housing market, offers rents at a 30% discount to the average, with lower rent inflation.
While the company is generating relatively low returns, it is a very stable business and offers an attractive risk/reward.
To net zero or not to net zero? Exploring the impact of the energy transition on the world s industries
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Which sectors will see the biggest change?
Hugh Gimber, global market strategist at J.P. Morgan Asset Management, asks a group of his firm s research analysts explore how the transition to net zero will impact some of the industries that will undergo the greatest changes.