Latest insights

While investors are encouraged to consider climate change in their portfolios, to meet regulatory requirements and mitigate climate-related risks, a number of questions remain.

The impact of the 2024 elections on the decarbonization theme is of paramount importance, considering that the year marks a significant electoral period globally with 64 countries and the European Union - representing nearly half of the global population - heading to the polls.

In the vast subject of the challenges and difficulties of climate analysis from an investor's point of view, scope 3 emissions emerge insistently as one of the main stumbling blocks.

COP28 ended with a final statement that can be considered historic, mentioning for the first time the need to transition away from fossil fuels. However, this landmark deal should be considered as the start of a more ambitious journey, that will remain dependent on governments’ ability to step up their commitments and action.

As the COP28 kicks off at the end of the month in Dubai, we are paying close attention to this highly anticipated event, albeit mixed expectations.

Our climate is changing faster and faster, bringing our world closer to disastrous social and economic consequences every year. We are reaching the tipping point on every planetary boundary, meaning that at the current pace, we will reach a point of no return in this decade, threatening the future of both our planet and mankind.

25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.

The 2015 Paris Agreement was signed by 195 nations. But in 2018, only twenty heads of nations were present at COP 24. Have we underestimated climate change? How does Climate Change affect my investments? How to invest for climate change? And where does energy transition fit ? Wim Van Hyfte, PhD Global Head of ESG Investments and Research, and Elisa Vergine, Lead ESG Analyst on Environmental Investment & Research, talk about investing in an era of climate change and energy transition.