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The AI paradox: from carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.
Topic
ESG
Article
Why a just energy transition requires an all-systems approach
Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
Article
Resilience: the next phase of climate strategy
Aberdeen explains why active investors should focus on climate resilience.
Article
Energy systems in transition
Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.
Article
Sustainable investing: why holdings matter more than screens
Moving beyond exclusions to understand real portfolio drivers.
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Climate realism: why infrastructure investing needs a policy lens
Aberdeen presents a more realistic view of how investors can support decarbonisation.
Article
Climate realism: why infrastructure investing needs a policy lens
A more realistic view of how investors can support decarbonisation.
Article
Decent work: a framework for investors
Aberdeen asks: what’s decent work, and what’s the issue?
Article
Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a closer look.
Article
Financial resilience: investing for positive change
Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.