Latest Special Reports – Page 21
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Special ReportStewardship: Heavy-lifting network
Groups like Climate Action 100+ can help index managers to target their investment heft in engagement with individual companies
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Special ReportBlended finance: Catalytic capital
Three examples show how innovative structures can mobilise institutional capital alongside development banks in high-impact emerging-economy projects
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Special ReportStrategy: Focus on real-world GHG
A portfolio decarbonisation framework for real-world greenhouse gas emissions impact
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Special ReportStrategy: Peak oil versus net zero: escaping the climate trap
Fossil-fuel use could continue to rise despite efforts to achieve climate neutrality
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Special ReportGünther Thallinger: 300 – the budget the world dare not spend
This decade will be decisive in determining if the world can limit climate change or not
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Special ReportFrancis Richard Pereira: Challenges for COP26
Action is required in three key areas to mobilise private finance for climate-change goals
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Special ReportClaire Elsdon: Calling for data and policy alignment
TCFD–aligned corporate reporting should not be a choice
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Special ReportMatthew Leatherman: Thinking harder about carbon emissions
Mandate terms can help get investors to achieve their net-zero targets
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Special ReportRoger Urwin: Doing all you can with what you’ve got
The examples of forerunners can trickle down to others
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Special ReportMatt Orsagh: Don’t make climate promises you can’t keep
The devil is in the detail with climate promises
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Special ReportKatherine Garrett-Cox: Commitment, collaboration and consequences
Real progress needs to be evident before 2030
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Special ReportAndrew Milligan: Resist the call to divest
Divestment is sometimes necessary but far from sufficient
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Special ReportGiles Gunesekera: A gender view on climate
Women and girls are likely to suffer more from climate change
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Special ReportRaj Thamotheram: From urgency to agency
A recipe for change that can be enacted by positive mavericks
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Special ReportInvesting in China
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.
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Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
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Special ReportCommon prosperity reshaping equity markets
China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation
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Special ReportQ&A: A manager selector’s perspective
IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China
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Special ReportCommentary: A mile in Xi’s shoes
The shift from ‘trade war’ to ‘tech war’ between China and the US has forced China’s policy makers to deal with the country’s three key vulnerabilities
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Special ReportInterview: Diana Choyleva
Diana Choyleva, chief economist at Enodo Economics, says the battle for technological supremacy between the US and China will transform the global investment map
