The Intelligence Report
Global views and trends

The Intelligence Report – 18 September 2019

19 September 2019 -

Energy, transport, corporate purpose – time to push the reset button?

Amid the turmoil over trade, Brexit and a raft of geopolitical issues, investors may find it hard to work out where to turn. However, with a longer-term perspective, and a focus on the greater good, there appear to be obvious choices. 

For example, taking action as the energy transition pushes fossil fuels into the background, as our infographic illustrates.

Or coupling growth and a shift to electric vehicles to help tackle the environmental fallout of economic progress, as we explain in the white paper highlighted in our second article.

In the final article, we present leading academics’ views on the ongoing assessment of corporate purpose in our report of the recent GRASFI conference. 


The energy transition – resetting expectations for equity value
Opportunities and risk in the energy transition are driven by increased energy demand, a changing energy mix and the need for energy-efficient solutions.
CHECK OUT OUR INFOGRAPHIC

 

The road to electrification: EV development in emerging markets
To help brake the precipitous rise in greenhouse gas emissions that comes with rapid emerging market growth, there is an important role for electric vehicles.
READ OUR WHITE PAPER

 

Are companies about shareholder or stakeholder value?
Sustainability is becoming mainstream and influencing how companies see themselves. Even leading CEOs have begun to encourage greater reflection on their organisations’ purpose.
READ OUR ARTICLE

 

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The Intelligence Report appears roughly every two weeks and offers investors insights into the topics that we believe matter to them from around BNP Paribas Asset Management. Contact your local representative for  more information.

 

 

 

 

On the same subject:
The Intelligence Report
12 November 2019

We are glad to report sustainable investing is making progress. One example is the market for green bonds, where issuance has grown impressively over a short time, as Felipe Gordillo and Xuan Sheng Ou Yong explain in the first article of this issue.

People_Fly_Balloon_Business_1140x300
12 November 2019

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].  

City_China_HongKong_People_Asia_ISR_1440x300
12 November 2019

The adoption of ESG investing in Asia Pacific has accelerated over the last two to three years, particularly in the form of a greater push by leading institutions or governments, but more work still needs to be done, also because Western models cannot simply be copied locally, argues Ligia Torres, CEO Asia-Pacific, in this edition of The Intelligence Report [1].

Here’s reflation, well, for now

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].