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
15 October 2019

These days, extending the phrase “steady as she goes” – that reassuring call from the helm confirming the current course to the next safe harbour – to other uses might be a stretch. After all, it seems increasingly to be disruption rather than continuity that marks the pace of life. And so it is in investing. At the macroeconomic level, there is a pressing need to assign the current ‘single-use product’ model to the scrapheap and adopt the circularity of the re-use, repair and recycle approach, as we explain in our first article. At a more personal level, healthcare faces a reassessment on the back of possible policy changes, while the drivers of costs, such as ageing and life style changes, persist. What this means for investors is the topic of our second article. Rounding off this edition, our third article underscores the point that disruption is a trend that might be most obvious in IT, but it is felt far beyond that sector.    

Technological innovation: A global theme
15 October 2019

Investors who associate innovation solely with the technology sector may do well to take a broader view. A promising strategy should interplay the latest developments at solid players across diverse sectors, and capture performance that is sustainable – both in financial and ESG[1] terms.  

Women_Bubble_AI_Choice_Fund_1440x300
15 October 2019

Global healthcare stocks have materially lagged the broader market so far this year as investors worry about the impact of potential regulatory changes [1], particularly in the US. However, as we explain in more detail in a recently-published research paper, of which this article is an extract [2]:  

Innovation. It’s not just technology

Investors who associate innovation solely with the technology sector may do well to take a broader view. A promising strategy should interplay the latest developments at solid players across diverse sectors, and capture performance that is sustainable – both in financial and ESG[1] terms.