ESG Callouts

ESG VIEWS

2.5%

2.9%

150bps

80%

In real estate, prime buildings in urban centres can embrace high ESG standards less expensively than others.

Share of private climate finance in total climate investments needed in EM and DM to reach net zero emissions by 2050 according to IMF.

Infrastructure linked to the energy transition will benefit from governments support to private capital.

Within private debt, sustainable-linked financing is gaining traction.

ESG VIEWS

2.5%

2.9%

150bps

80%

Share of private climate finance in total climate investments needed in EM and DM to reach net zero emissions by 2050 according to IMF.

The EM sustainable fixed income universe has increased significantly in recent years. However, the size remains much smaller than DM and it’s crucial for advancing the ESG agenda globally.

Fiscal policy will be key to financing the energy transition, but many EM countries face difficulties in financing the green economic transformation (debt and higher interest rates).

China leads the manufacturing and trade of clean energy technology, becoming the leader of energy transition supply chains worldwide for the vast majority of technologies.

Share of private climate finance in total climate investments needed in EM and DM to reach net zero emissions by 2050 according to IMF.

Infrastructure linked to the energy transition will benefit from governments support to private capital.

Within private debt, sustainable-linked financing is gaining traction.

In real estate, prime buildings in urban centres can embrace high ESG standards less expensively than others.

The EM sustainable fixed income universe has increased significantly in recent years. However, the size remains much smaller than DM and it’s crucial for advancing the ESG agenda globally.

China leads the manufacturing and trade of clean energy technology, becoming the leader of energy transition supply chains worldwide for the vast majority of technologies.

Fiscal policy will be key to financing the energy transition, but many EM countries face difficulties in financing the green economic transformation (debt and higher interest rates).

Taking Scope 3* emissions into account may change sector references

Biodiversity is coming to the fore, thanks to a maturing regulatory framework

Share of private climate finance in total climate investments needed in EM and DM to reach net zero emissions by 2050 according to IMF.

Designing 2030 objectives for Net Zero Asset Owner Alliance

Decarbonisation is becoming urgent, particularly in relation to buildings. We favour building insulation businesses.

More than 25% of GHG emissions are from agriculture, where we see opportunities linked to sustainable farming.

Food waste is also an important area of focus. We analyse businesses that can help reduce emissions.

Share of private climate finance in total climate investments needed in EM and DM to reach net zero emissions by 2050 according to IMF.