Notes from the Investment Floor: The carbon footprint fine print

Freddie Woolfe discusses the merits of adding carbon emission data to consumer product labels, and the UK financial regulator’s closer look at ESG investment funds.

Jon Wallace explains how the pace of action to halt climate change must step up dramatically and the challenges and investment opportunities that may result.

Jon Wallace, fund manager, environmental solutions, will discuss the opportunities and risks associated with building portfolios of companies delivering products and services designed to address environmental issues. Drawing out the stark contrasts from his experience of the investment landscape post-Global Financial Crisis, he will share his insights into encouraging recent signs that meaningful political and financial capital is seeking to support public companies with the ability to have a positive environmental impact.

Sam Livingstone, head of data science, explains why a highly developed data analytics capability is essential to ESG investing.

Charlie Spelina, Credit Analyst, discusses the performance of US high yield this year, why he sees room for further growth and what themes that may play out in H2.

Rhys Petheram, Head of Environmental Solutions, discusses the primary considerations in applying an ESG thematic approach to fixed income.

Please join Dr Ian Heslop and Dr Amadeo Alentorn, co-heads of systematic equities, as they review how their strategies performed in Q2.

Edward Bonham Carter, director of stewardship and corporate responsibility, Ashish Ray, head of governance & sustainability, and Andrew Mortimer, governance & sustainability analyst, shine a light on how we effect behavioural change in companies for the benefit of our investors and the wider world.

What are the primary considerations when applying an ESG thematic approach to fixed income investing? Participating in our Sustainable Investing Academy series, Rhys Petheram, head of environmental solutions and fixed income fund manager, discusses how long-established principles applied to equity investment frameworks are increasingly being adopted by bond investors, as well as a range of factors that are unique to fixed income.

Dan Nickols says the UK economy is on track to reach pre-pandemic levels, with a pick-up in M&A activity and increased IPO issuance supporting a boost to sentiment.

Is a highly developed data analytics capability essential to ESG investing? Sam Livingstone, head of data science, answers this and other questions in this video recording of a live event, part of our Sustainable Investing Academy series. Also featured is Nick Payne, head of strategy, global emerging markets focus, who gives a fund manager’s perspective on proprietary ESG software developed by Jupiter’s data science team.

The Federal Reserve’s hawkish shift at the June meeting took markets by surprise. Is tighter policy a headwind for emerging markets?