THE GROWING MARKET FOR GLP-1 DRUGS
Mirova US, LLC
Discover the booming business potential in diabetes and obesity treatments, now far exceeding past expectations. This edition explores exciting opportunities in related areas, with promising early trial results for cardiovascular and kidney disease. Learn who stands to gain — from GLP-1 leaders like Novo Nordisk and Eli Lilly to sectors like medical devices that may benefit. Meanwhile, the newsletter also delves into potential challenges for industries such as med-tech and food & beverage as the landscape evolves.
Click for more
Sustainable infrastructure debt – what it is & how it works
Australian Ethical
Sustainable infrastructure debt involves financing for renewable energy and social projects, providing stable returns over time. Renewable projects, such as wind and solar farms, generate income through power purchase agreements or direct sales, while battery storage enhances revenue by storing and selling energy during peak periods. Social and environmental projects benefit from government funding and subsidies, offering low-risk investments with returns from rental income, grants, or eco-tourism. Infrastructure debt is tied to specific projects, ensuring returns are linked to project success, with lenders having a priority claim on cash flows.
Click for more
ERIG Index Performance Survey: Performance of Active Managers Enhanced Through Consideration of RI
Evergreen Consultants
Maximillian Mulholland-Licht examines data that suggests active managers with RI focus outperformed peers during FY24.
Click for more
AI: Developing humanity’s superpower above all costs
Pengana Capital Group
AI developments like OpenAI's ChatGPT 4 highlight both benefits and environmental costs, with data centres increasing energy and water consumption. Microsoft's sustainability efforts show the tension between AI growth and environmental impact, emphasising the need for renewable energy and efficiency improvements to mitigate AI’s negative effects.
Click for more
How AI and semiconductors are impacting sustainability
Nanuk Asset Management
Discover the advantages and disadvantages of implementing AI and advanced semiconductors to revolutionise sustainable investment.
Click for more
Rethinking supply chains
Mirova US, LLC
Delving into the shifting perspectives on supply chain among companies, industries, and countries, Jens Peers, CIO of Mirova US LLC (Mirova) and co-portfolio manager of the Mirova Global Sustainable Equity Fund, highlights the critical role of addressing current risks and responsibilities to achieve future sustainability success.
Click for more
Unlocking sustainable growth: a multidisciplinary approach
Janus Henderson
Suney Hindocha, Research Analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, highlights three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Click here for more
Ignore the billionaires - diversity, equity and inclusion are good for investors
Pendal
Some billionaires argue diversity, equity and inclusion policies are a bad thing – and could even cause plane crashes. Pendal’s MURRAY ACKMAN explains why they’re wrong.
Click here for more
Who's financing fossil fuels?
Australian Ethical
Banks, shareholders, and even some super funds are prolonging existing and bringing new fossil fuel projects to life.
Click here for more
Visit the Knowledge Library to access the full range of Responsible Investment content.
Our Partners
Explainer Series
