Insights
Conviction Equities Boutique
Global impact equities report 2022: Solutions to sustainability challenges
Whether it’s potentially avoiding emissions of CO2, manufacturing affordable drugs, or providing liters of drinking water, the companies we invest in have made real-world impacts on our planet and society. Every year, we assess how our holdings have helped provide solutions to sustainability challenges.
Conviction Equities Boutique
Meeting sustainability and investor goals by supporting biodiversity
Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society.
Conviction Equities Boutique
Embracing net zero targets the right way
Why should sustainable companies go “net zero”? Given that the world’s emissions are mainly produced in the most industrialized nations, the onus is on western companies to bring carbon emissions down. But how to measure their progress? One common yardstick for investors is the carbon footprint method – or the more encompassing “potential avoided emissions” method propagated by the Impact Investing team.
Conviction Equities Boutique
Impact report 2022: Renewables with prospects in a gas-deprived world
Now that the Russian utility’s gas deliveries have stopped, might this be the right time to call your solar and wind power company? Perhaps more than ever, renewables, and areas such as electric vehicles, batteries, or “green” hydrogen, are facing a bright future. Read our impact report for further details.
Multi Asset Boutique
European energy crisis: Four gas scenarios, can we avoid a winter of discontent?
Our four gas scenarios all incorporate various degrees of Russian supply, but given the recent blasts in the Nord Stream pipeline system, the optimistic one can be neglected. Even so, Europe should be able to get through the winter. But significant political challenges lie ahead.
Conviction Equities Boutique
Global food crisis: How can investors help to ease it?
Feeding a starving person is important, we all agree on that. But from an investor’s point of view, allocating capital to companies working towards the same end is perhaps even more appropriate. But first, go find promising ones active in areas such as increasing land yields, reducing food waste, or preserving biodiversity, to name a few.