Institutions in Apac are stepping up capital commitments to transition efforts as climate and energy security concerns intensify, according to a new survey.
As a strengthening El Niño approaches, sovereign debt investors must look beyond headline weather predictions and evaluate how physical climate shocks transmit through local economies, policy responses and market valuations, says T. Rowe Price's Tongai Kunorubwe.
The firm outlines a layered risk framework designed to withstand threats from a US debt or fiscal crisis, a potential US‑China clash over Taiwan and severe climate‑related shocks.
The sovereign investor is doubling down on infrastructure, AI and energy security, choosing to build a portfolio capable of withstanding global shocks over chasing linear decarbonisation targets.
As climate investing shifts into a more fragmented global landscape, resilience, energy security, and structural transition risks are redefining how long-term capital is deployed.
Geopolitics and energy security now replace climate targets as primary drivers of global decarbonisation investments, say Temasek and asset manager Amundi.
CEO Dilhan Pillay warned that the state investor is set to fall short of a 2030 goal to halve portfolio emissions from 2010 levels but insisted it would stay on the road to net zero.
With $52 billion already deployed across Asia, the region is emerging as a cornerstone of the Canadian pension manager's global decarbonisation strategy.
Selling the family business is often the easy part; finding a new collective "why" is the challenge. Leena Dandekar, founder and chairperson of Raintree Family Office and Raintree Foundation, shares her roadmap.
The new UN oceans treaty will help create an environment for the development of blue bonds and other nature-based investment vehicles, opening the floodgate to large investors.