Read what we read

On this page you find the posts from us, our senior advisors and our managers as well as the latest news and research from the organizations that we follow.  Add your email address below if you wish to receive updates from us in your inbox.

 

IPCC, August 2019

The latest IPCC report clearly tells us that further pressure on land and ecosystems is a very bad idea. This means, in other words, there will be no land area available for substantial additional biofuels, not for bioenergy CCS and mankind has seriously to re-think the setup of the agricultural industry, with many implications for energy. Highly efficient land-use is mandatory to maintain the natural recovery ability of our planet.

Nature, August 2019

This reports suggest the dawn of a new business model (and a new co-mingled asset class) – the agrivolataic system – as a research team at Oregon State University has found the greatest solar PV efficiency in panels co-located with crops. It more than blows away the incumbency argument, that we get all the time, that “solar needs too much valuable farm land.” Indeed, as the authors calculate, “global energy demand would be offset by solar production if even <1% of cropland were converted to an agrivoltaic system.” Puts the recent IPCC report (August 2019) into context!

Jeremy Leggett, August 2019

In this potentially game-changing report, BNP Paribas introduces the concept of Energy Return on Capital Invested. The report concludes that “The economics of oil for gasoline and diesel vehicles versus wind- and solar-powered EVs are now in relentless and irreversible decline, with far-reaching implications for both policymakers and the oil majors.”

Solar Trade Association, 2019

Britain’s large-scale solar PV industry delivering benefits for biodiversity and sustainable agriculture.

Dan Wells at Foresight Group, July 2019

The problem with climate change is not other people, it is ourselves (and physics).

Jeremy Legget, June 2019

A review of the four sub-targets of SDG7, the extent to which the international community is behind the pace on each, and how this can be fixed, with emphasis on investment.

Dan Wells at Foresight Group, May 2019

A career in finance is rarely what we dream of when we are children. But forget being a rock star, a football pro or a contestant on Love Island. Here’s why working in sustainable investing is the best job. Ever.

Deloitte, May 2019

Deloitte just released The Global Millenial Survey 2019. Among 20 challenges facing society that most concern respondents on a personal level, climate change/protecting the environment/natural disasters topped the list.

Aline Reichenberg Gustafsson at Nordsip, May 2019

Just a week after the AP3 broke the news that Pablo Bernengo would take over the reins from acting CIO Kerim Kaskal, Worthwhile Capital Partners announces that Kaskal is joining the firm as a Partner. Worthwhile was founded in late 2018 by CEO Christian Andersson, to help managers raise money in sustainable investment strategies.

NextEnergy Capital, April 2019

NextPower III, NEC’s third solar fund investing globally is pleased to announce its first acquisition of two development projects in Virginia, USA totalling approximately 46MWp/34MWac. These two projects represent NextEnergy Capital‘s first utility-scale solar venture in the United States for their new fund, NextPower III. The two solar projects will cover approximately 300 acres and generate electricity equivalent to the consumption of 9,785 homes.

Jeremy Leggett, April 2019

This Power Point presentation is a short introduction to a historic report, published 12th April 2019 by LUT University and Energy Watch, that models the global energy system on an hourly basis using the real economics of existing renewable energy technologies. A unique first, and essential ammunition for all worried about climate change.

LUT and Energy Watch Group, April 2019

The sustainable energy system is more efficient and cost effective than the existing system, which is based primarily on fossil fuels and nuclear. A global renewable transition is the only sustainable option for the energy sector, and is compatible with the internationally adopted Paris Agreement. The energy transition is not a question of technical feasibility or economic viability, but one of political will.

Sony Kapoor at RE-DEFINE, March 2019

The report outlines why the mobilisation potential of blending has been oversold through the Billions to Trillions agenda, by a factor of ten, and how continued blending evangelism will be unhelpful in reaching the Sustainable Development Goals.

Aline Reichenberg Gustafsson at Nordsip, January 2019

Renewable energy-focused private equity manager NextEnergy Capital recently announced the first close of its new fund NextPower III International Solar Fund, the firm’s first private equity fund to focus exclusively on the international solar energy infrastructure sector.

Sony Kapoor at RE-DEFINE, April 2018

This report discusses funding the Sustainable Development Goals, with a particular focus on tackling excessive levels of indebtedness, fighting tax evasion and capital flight from developing economies, as well as mobilizing private capital. It shows why $80 trillion of long-term institutional capital should invest in emerging and developing economies to generate additional returns and diversify risk.

Sony Kapoor at RE-DEFINE, January 2019

This new Re-Define report, written for ZERO, examines three big issues that are part of the ongoing policy discussions in Norway. The analysis is equally applicable to all other fossil fuel-funded sovereign wealth funds.

NextEnergy Capital, November 2018

NextEnergy Capital Group (“NEC”), the leading international solar investment and asset manager with solar AUM of US$1.4bn, announces the first close of NextPower III, its flagship private equity fund focused on funding the construction and long-term ownership of new-build solar power plants across international markets. NextPower III has secured initial commitments of c.US$160m, and has a fundraising target of US$750m.

Asset Owners Disclosures Project, November 2018

The report uses new data to rank the world’s 100 largest public pension funds on their approach to climate-related risks and opportunities. These pension funds were selected based on the size of assets under management. Over 60% of pension funds publish little or no information on their climate responses, placing them at risk of breaching their legal duties to their beneficiaries.

Asset Owners Disclosures Project, November 2018

This report contains practical solutions and building blocks for asset owners from beginner to best practice. It is based on interviews with 22 leading asset owners, this report explores the current best practices landscape, identifies barriers, and presents a framework of ten building blocks for other asset owners introducing and developing climate strategies.

Asset Owners Disclosures Project, May 2018

This report assesses the insurance sector response to the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD) and features an index of the world’s 80 largest insurers rated on their approach to climate-related risks and opportunities.

Eurosif, November 2018

This 2018 SRI Study gives a fair representation of the European SRI industry for the past two years, across a range of investment approaches as defined by Eurosif. The data collected for this Study, at the end of 2017, al- lowed us to cover institutional and retail assets from 12 different European markets.

Sony Kapoor at RE-DEFINE, August 2017

The Report looks at why sustainable investing makes financial sense for institutional investors such as the Norwegian Sovereign Wealth Fund. It demonstrates the key trends in the industry, and shows how investing sustainably is key for long-term returns. Main ESG principles are discussed, exploring how various institutional investors are incorporating sustainability in their investment strategies.