Mirova Monthly Market Review & Outlook - April 2024

Mirova's team monthly update on the markets.

April 23, 2024
Mirova Position paper: Environmental Market Instruments

From carbon to biodiversity credits, it’s all about financing projects supporting a Net Zero and Nature-Positive economy

April 2, 2024
Why Sustainable Land Use Matters

Gautier Quéru, Managing Director Natural Capital at Mirova, explains why sustainable land use is a crucial aspect of the fight to preserve and restore biodiversity.

March 26, 2024 Gautier Quéru
Mirova Monthly Market Review & Outlook – March 2024

Mirova's monthly market review and outlook.

March 22, 2024
Mirova - B(ey)ond Green

The fixed income team's quarterly update.

March 19, 2024
Paris-Aligned Benchmarks (PABs) Explained

The climate emergency and its implications forced the asset management industry to develop multiple approaches that aim to address these issues.

March 7, 2024
Sustainable Bonds: Unlocking New Dimensions in ESG Investing

The market is expanding and diversifying, and can be used to finance a Just Transition with an innovative approach.

February 21, 2024
Mirova Monthly Market Review & Outlook – February 2024

Read Mirova’s monthly market review and outlook for listed assets.

February 15, 2024
Deploying an Ambitious Biodiversity Strategy

In this interview, Hadrien Gaudin-Hamama, Impact & ESG specialist at Mirova, explains the challenges investors are facing regarding biodiversity, and the crucial role they play in acceleration actions.

January 10, 2024
Across the Universe #4: Biodiversity

Biodiversity under pressure: investors to the rescue.

December 22, 2023
Targeted Consultation On The Implementation Of The Sustainable Finance Disclosure Regulation (SFDR)

As a pioneering sustainable investment firm, Mirova has been a strong advocate for the European Union's initiative to establish a transparency framework within the financial sector.

December 21, 2023
Brazil: Zero Deforestation Target for the Planet's Lungs

In a country where agribusiness has destroyed almost 50% of the vegetation cover, one of the main challenges of the new presidential term is to increase the agricultural area without cutting down trees.

December 19, 2023
Analyzing Biodiversity In Global Fixed Income Portfolios

Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management.

December 18, 2023
Does ESG Engagement Deliver Results?

The article highlighted that MV Credit fully appreciates the importance of ESG Engagement and has formalised its own approach in its dedicated ESG Engagement policy.

December 18, 2023
Across The Universe #3: Biodiversity

Biodiversity under pressure:initiatives to structure action by the financial sector are increasing.

November 29, 2023
Biodiversity: A Step Back To Look At (And Act On) The Big Picture

Ossiam explains their food & biodiversity approach illustrated with the case of McDonald’s

October 12, 2023
Energy Transition: Innovation Gives Way To Consolidation

Higher interest rates leads Mirova to focus on asset performance optimisation after intense pioneering period.

October 11, 2023 Raphaël Lance
Sustainable Land Use: A New Field of Possibilities

The business model and drivers for natural capital investing have evolved.

October 2, 2023
The US and Europe: Paving the Way Towards Energy Transition

The European Union and the United States are committed to ambitious climate policies aimed at achieving carbon neutrality in their respective territories by 2050. To this end, each bloc has defined its own regulations, which include specific milestones along their respective decarbonisation trajectories.

September 26, 2023
Europe And The Natural Gas Challenge: An Indicator Of Strength?

In the summer of 2022, Russia cut off most of natural gas supply, threatening European economies. A year on, the energy crisis has faded and Europe has adapted.

August 31, 2023
Natural Capital: The Next Frontier

How to invest in private assets to positively impact land, oceans, climate and biodiversity.

August 31, 2023
Biodiversity: The Nature of Investing

More than fifty percent of the world’s GDP is moderately or highly dependent on nature and its services. The destruction of biodiversity can have a global economic and financial impact.

August 30, 2023
Across the Universe #2 - The Energy Transition

In this second edition of 'Across the Universe', Hervé Guez, Raphaël Lance, and Marc Romano from Mirova, discuss the strategic role of investors in channeling financing towards innovation and solutions for the energy transition.

Mirova Energy Transition Infrastructure

Read Mirova’s Impact Report 2022.

July 26, 2023
ESG Risk Ratings: A 360° Review

ESG risk is not uniformly affecting companies as there are stark differences across countries, market cap sizes and sectors.

July 18, 2023
Climate Portfolio Alignment and Temperature Scores

By using both a simplified example and real data on major stock market indices, Ossiam explains that when it comes to temperature scores, the aggregation method choice is particularly important and full of consequences.

July 3, 2023 Carmine de Franco
EM Sovereign Debt 5.0: Nature and Climate

Faced with the deadlock in debt restructuring negotiations and financial support for poor countries, is the debt-for-nature swap a solution to the climate and debt crisis they are facing?

June 28, 2023
9 Key Questions For Insurers

Ostrum’s investment management can support insurers’ financial, accounting, regulatory and ESG strategy, as evidenced by Ostrum’s answer to these 9 questions, which are key to insurers

June 21, 2023
Impact Investing In Listed Assets

Mirova is using every lever available to an asset management company. These include supporting the most active companies in the environmental and social transition, driving strategic change at the heart of major corporations, and mobilizing their ecosystem.

June 19, 2023
Food’s Impact On Biodiversity Is A Matter Of Quantity, Not Symbols

To fully blend biodiversity issues in the financial sector, we need to address two crucial challenges investors are currently facing: data availability and a global target framework to counter biodiversity loss.

June 19, 2023
Energy Transition And Biodiversity: A Difficult Union

Companies are not yet paying the price for the services rendered by nature, nor for the pressures they exert on it. It's a safe bet that negative externalities will be accounted for in the years to come, to put a value on the destruction wrought on the climate and nature.

June 15, 2023
Held-to-Maturity Credit Bonds: The Right Time To Invest?

The point of view of three experts at Ostrum.

June 12, 2023
Across The Universe #1: The Energy Transition

To accelerate the energy transition in light of the climate emergency, it is crucial that we bring all players to the table, argue Hervé Guez, CIO for Equity, Fixed Income and Social Impact Investing, Raphaël Lance, Head of Energy Transition Funds, and Marc Romano, Head of Impact Private Equity at Mirova.

June 7, 2023
Protecting Real Estate From Climate Risks

AEW sets out concrete steps for meaningful climate-change adaptation.

May 31, 2023 Thierry Laquitaine
Mirova for Nature #3

Progress report on Mirova's roadmap in favour of biodiversity #2 - Impact investing in action to contribute to a Nature-positive economy.

May 10, 2023
Growth Capital to Support the Energy Transition

Alone responsible for 73% of carbon dioxide emissions, the energy sector is at the forefront of a change of model. But while the trajectory has been mapped out, many challenges still lie ahead, and there are huge needs for financing.

April 12, 2023
Aggregate Impact Investing: Untapping the Potential in Sustainable Bonds

All stakeholders are focused on sustainable investments and climate impact, at all levels, creating an environment favorable to the sustainable bond market whose current framework may improve over time.

March 20, 2023
Engagement In Practice

This article seeks to explore the role of ESG Engagement for private credit managers as a necessary and desirable component of a comprehensive ESG strategy integrated into the investment process, as well as over the life of ownership.

March 14, 2023
Biodiversity in a Nutshell

What is biodiversity? How do we measure companies' impact on it and how to invest to preserve it?

March 14, 2023
Time for a Fresh Look at Money Markets

As yields rebound, investors seek high credit quality and strong SRI credentials.

February 28, 2023
Telecom & ESG: impact, opportunities, and challenges

What are the impacts of ESG factors on the Telecom industry and what are the main challenges?

February 21, 2023
A White Knight for Green Investing

CFA Institute – with input from Natixis Investment Managers – launches global standards to make ESG investing more transparent.

February 1, 2023
ESG: Is Your Private Debt Manager Leading The Way?

Nicole Downer, Managing Partner at MV Credit, explains the firm's key ESG initiatives.

January 25, 2023
Water as an Investment

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

January 10, 2023
Vauban’s Waste Management Market Strategy

Investing in French's sustainable energy transition sector in the future.

December 13, 2022
Paris-Aligned Benchmarks: The Future Standard?

Forward-looking ESG approach captures more progressive companies and a wider range of risks.

November 16, 2022
Why is the Just Transition a Key Element of Climate Strategies?

Points of view of three experts at Ostrum.

November 15, 2022 Nathalie Pistre
Governance Data: Where is the Alpha?

Corporate governance has material impact on equity performance.

November 7, 2022 Carmine de Franco
How to Invest in Energy Transition in Emerging Markets and Improve Lives

A boutique investor, now part of Mirova, has become a market leader in financing solar power projects in emerging markets.

October 20, 2022
The Power of Green Innovation

Mirova aims to help accelerate the environmental and energy transition: working to preserve biodiversity, promote decarbonisation and enable energy independence. Finding the financing to achieve all this is a major issue, especially for emerging companies.

October 12, 2022
Investor Leadership Network’s Net Zero Investor Playbook

Investor Leadership Network’s new Net Zero Investor Playbook offers an inventory of approaches institutional investors are taking to transition investing and highlights key challenges.

September 29, 2022
AEW – Europe – Next Wave Of Physical Climate Risk – 09 2022

River flood, sea level rise, drought etc: how will physical climate change impact European real estate returns?

September 15, 2022
Addressing Biodiversity Issues: Processed Food Industry Efforts Towards Preserving Ecosystems

Biodiversity loss is a major issue for companies in the food industry, which need to adapt their practices in order to mitigate the environmental, economic and financial impact of biodiversity loss.

September 14, 2022
Temperature Alignment Of Listed Investment Portfolios

Update on Mirova’s approach to understand and measure the alignment of its portfolios with climate scenarios.

September 7, 2022
Food for Biodiversity

Many different types of corporations can have a substantial impact on the future sustainability of the food industry, therefore, investing and enacting change in the right companies may prove crucial for our future.

August 9, 2022
Sustainable Investing in an Unstable Environment

Mirova’s Mathilde Dufour sits down with Citywire to talk about the main challenges to ESG investing in today’s environment.

August 3, 2022
Navigating The Macro Environment

Why acceleration capital is well-positioned on the private equity spectrum.

July 27, 2022 Marc Romano
A Journey to the Heart of the Sustainable City - Episode 2

When growth capital makes it possible to build sustainable real estate.

July 20, 2022
Transition To a Net-Zero Carbon Economy: How Insurers Contribute To Green Finance Via Sustainable Bonds

Insurers and reinsurers, both as issuers and investors, are using sustainable bonds to align their ESG strategy with their CSR policy.

July 12, 2022
Real Estate: Investors Seek Smarter ESG

Owners of core real estate portfolios seek ESG metrics that enable true impact

June 29, 2022 Christina Ofschonka
Value And Growth: Two Sides Of The Same Coin?

Deep understanding of companies and viewing ESG as a key input underpin both investment styles.

June 22, 2022 Carl Auffret - Isaac Chebar
Energy Transition: Reconciling Environmental and Social Issues in Europe Amidst Turmoil

How the environmental and social issues associated with the energy sector are addressed through Mirova strategies in the context of the latest European plans.

June 16, 2022
Infrastructure: Why Investing Over The (Very) Long Term Is Worth The Wait

For investors willing to commit for 15 or more years, the financial and non-financial rewards from essential infrastructure assets are compelling.

June 8, 2022 Gwenola Chambon - Mounir Corm
Sustainability Bonds: Discernment is a Must Given the Explosion of the Market

Given the diversification of the market in terms of issuers and securities, a rigorous analysis is imperative. Because greenwashing is an ambush.

June 8, 2022
Biodiversity and Water...Two Sides of the Same Coin

Why does biodiversity matter and what role does water play?

May 26, 2022
Senior Loans Investors Can Rise to the Challenge of Competition

How meaningful ESG targets, robust credit selection in mid-caps, and inflation mitigation can add value.

May 17, 2022 Rafael Calvo
Greenium: New Catalysts in 2022

The Greenium – the yield that investors concede to companies issuing a green bond compared to the performance they would have required from these same companies for a conventional bond with the same maturity – was long perceived as volatile, hovering in one direction or another according to the seasonality. But it finally became a key issue in 2020.

April 26, 2022
Impossible Emissions

We are still placing too much hope in carbon capture technologies and offsetting mechanisms, but it is increasingly urgent to electrify our uses, to decarbonize the electricity produced and more generally, to adopt the innovative and virtuous solutions that are already available.

April 25, 2022
A Journey to the Heart of the Sustainable City – Episode 1

When growth capital builds the clean mobility of tomorrow.

April 21, 2022
Insurers: Why Sustainability Matters

Insurers must consider ESG risks and opportunities within their strategies, as insurers and investors. They must adapt and innovate to remain competitive.

April 6, 2022
ESG in Private Assets

Assets managed by the private capital industry have seen unprecedented growth over the last decade and this trend is set to continue. MV Credit examines in this article the role that ESG plays against this backdrop of vast capital allocations shifting towards private assets.

April 1, 2022
Real Estate: Social and Environmental Mega Trends Reshuffle the Deck

Experts from AEW and Natixis analyse the impact of secular trends including; urbanization, climate change, e-commerce, work from home etc. on real estate.

March 24, 2022
Achieving Real Net-Zero Requires a lot More Efforts from Laggards

To keep global warming within the boundaries set in the Paris Agreement at the aggregate level, all listed companies, and especially laggards without which our economies cannot run, should reduce their carbon footprint.

March 23, 2022
AEW Monthly Research Report – February 2022

Land take regulations to drive land prices, density & Brownfield developments up.

March 10, 2022
Seamlessly Navigating Today’s ESG Challenges

How does Ostrum assess the quality of issuers’ ESG approach and take into account the ESG, CSR and regulatory constraints of its clients, in particular insurance companies.

March 9, 2022
Mirova: Creating Sustainable Value Newsletter

Mirova’s latest view on the markets, circular economy, the net zero topic and recent investments made.

March 3, 2022
Energy Transition: Matching Liabilities and Capturing the Equity Premium

Energy transition infrastructure can match long-term liabilities, generate high yields and lift pension schemes’ sustainability profiles.

February 17, 2022 Thomas Benoist - James Lindsay
Meeting the Consumption Challenges Through Circular Economy

Mirova Europe Environmental Equity strategy’s goals are aligned with the European legislative package "Fit for 55", aiming at reducing greenhouse gas emissions by at least 55% by 2030.

February 15, 2022
Green Buildings: A Site From Today for Tomorrow

Rethinking buildings is essential to achieving carbon neutrality. It’s one of the ‘Fit for 55’ objectives and one of the themes of the Mirova Europe Environmental Equity strategy, which invests in companies developing solutions to mitigate the carbon and ecological footprint of the building sector.

February 15, 2022
Private Debt is Booming

Stable returns, protection against inflation, diversification and resilience through cycles are benefits explaining the growing interest of investors in private debt since the foundation of MV Credit in 2000. During the past two years, ESG has firmly moved to the top of the agenda for private investors.

February 14, 2022
Insurers: Multiple Challenges Demand a Multi-Dimensional Investment Approach

How insurers can gain an edge by combining tailored servicing and active investment.

February 10, 2022 Gaëlle Malléjac - Philippe Setbon
How Growth Capital Can Support the Agriculture Transition Through New Technologies

Know more about Mirova Environmental Impact Private Equity strategy.

February 3, 2022
Asian Investors Deserve Investments That Match Their Ambitions

Performance must be allied to analysis of true needs of Asia’s institutions.

January 25, 2022 Fabrice Chemouny
How to Maximise Impact By Investing in Green Bonds: Mirova’s Approach

Key implications and Mirova’s vision of the green bond market.

January 24, 2022
Offsetting Carbon Emissions with Short Positions: Do it for the money, not for the impact

Shorting carbon intensive companies, as a net-zero strategy aiming at offsetting carbon emissions, has no impact on the net-zero challenge that our societies must tackle to stay within the limits set in the Paris Agreement.

January 17, 2022
Biodiversity: A Key Factor in the Food and Agriculture Sector

Ossiam looks at the extent to which biodiversity could be a key factor in distinguishing between opportunities and risk in this high-stake sector.

January 13, 2022
Sustainably Financing the Agrifood Sector

Etienne Vicent, Head of Quant Strategy & Marketing at Ossiam and Isabelle Pajot, Portfolio Manager at Thematics Asset Management, respond to three important questions in this podcast.

December 22, 2021
Asset Allocation: Solving the Insurance Equation

Olivier Trecco, Co-Head of ESG Solutions at Natixis IM Solutions, explains how Natixis IM and its affiliate are able to develop bespoke investment solutions for insurers.

December 17, 2021 Olivier Trecco
ESG: Measuring Carbon Footprint and Beyond

Anne-Laurence Roucher, Deputy CEO, Head of Private Equity and Natural Capital at Mirova, explains what tools Mirova has developed to measure carbon footprint of projects and companies it is invested in.

December 17, 2021
ESG: The New Case For Infrastructure

Gwenola Chambon, CEO & Founding Partner at Vauban Infrastructure Partners, explains why Infrastructure has become such a relevant asset class to institutional investors over the last decade, thanks to its unique features.

December 17, 2021 Gwenola Chambon
The New Private Markets Frontier

Marc Romano, Head of Private Equity Funds at Mirova, explains what makes Impact Private Equity a rising asset class, combining financial performance with positive impact on the environment.

December 17, 2021 Marc Romano
Time to Shift for Insurers: Investing to Withstand the Pandemic (1/3)

Insurers can withstand the pandemic provided that they opt for the right investment solutions.

December 16, 2021
Time to Shift for Insurers: Investing to Restore Nature (2/3)

Insurers can contribute to restoring nature by adding biodiversity to their portfolios.

December 16, 2021
Mirova: Acting as a Responsible Company

Mirova explains its approach to responsibility, its internal practices and direct impacts.

December 16, 2021
How Are Economic Sectors Impacted by Climate Change and How do They Adapt?

Climate change poses physical and transitional risks to many economic sectors, and hence a risk of capital loss to investors. How do they adapt?

December 14, 2021
Forest Plantations: Mirova’s Position Paper

In a context of declining forest area in the world due to deforestation, Mirova believes that sustainably managed forest plantations can contribute to meeting some global challenges.

December 8, 2021
Climate: The Time For All-Out Mobilization

While finance has a key role to play to tackle the climate change challenge, Mirova’s Climate Ambition strategy is an equity strategy aiming at decarbonizing the economy.

November 29, 2021
Climate Change: How Does it Impact Banks?

Climate change is for banks both a source of risks, in particular transition and reputational risks, and opportunities.

November 25, 2021
Mirova for Climate – Net Zero Roadmap

Mirova has established 4 levers of action to accelerate the transition towards a net Zero world: understanding the magnitude of the changes taking place, changing investment patterns, rethinking measurement tools and engaging in dialogue with all their stakeholders.

November 24, 2021
Mirova’s Approach to ESG Assessment

Mirova as a responsible investor has developed its own assessment framework for environmental and social issues to guide its investment decisions, including ESG criteria and Sustainable Development Goals.

November 18, 2021
Real Estate: Why Diversification Is More Than A Buzzword

The pandemic has shown the value of a broad asset range and flexible allocation.

November 17, 2021 Rob Wilkinson
Equities: Performance Drivers Analysis

Earnings per share, financial multiples, dividend: what have been the biggest contributors to equity market growth over the recent years? Maximizing your total return requires a good allocation and a good understanding of these different performance factors.

November 16, 2021
Opportunities in Asia-Pacific Infrastructure Private Debt

Alistair Ho, Head of Private Debt APAC at Natixis IM Hong Kong, explains what are the main opportunities in the APAC infrastructure private debt market.

November 15, 2021 Alistair Ho
Green Infrastructure Takes Off Across Asia-Pacific

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

November 11, 2021 Angus Davidson
Green Bonds: The Revolution in Fixed Income

Green and sustainable bonds constitute the best vehicles on bond markets to accelerate the low-carbon transition.

November 10, 2021
How To Mobilise Finance Against Global Warming?

Three experts at Ostrum discuss financial instruments aiming at thwarting climate change, including green bonds.

November 4, 2021
COP 26: Finance Facing the Risk of Climate Change

Ahead of the COP26, Ostrum looked into the climate issue through 4 lenses: mitigation, adaptation, finance and cooperation.

November 3, 2021
Successful Solutions Require Meaningful Data

The complimentary of interesting investment ideas and robust data cannot be overstated, as Ossiam’s experience in Italy clearly demonstrates.

October 28, 2021 Carmine de Franco
COP 26: How to Adapt to the Impacts of Global Warming?

Three experts at Ostrum put forward existing solutions to preserve climate, biodiversity and human rights.

October 27, 2021
ESG – Transition Your Portfolio for Tomorrow's World

Amber Fairbanks, Portfolio Manager, CFA® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

October 27, 2021
Infrastructure For Climate

Facing global warming, a study jointly conducted by Vauban IP and Altermind argues for accelerating the transition towards sustainable, low carbon and climate-resilient infrastructures through comprehensive and value-driven climate strategies.

October 26, 2021
Investing in Emerging and Frontier Economics: How Blended Finance Can Make the Most of Public Funding

ILN Position paper for COP26 and G20, in collaboration with the Rockefeller Foundation.

October 25, 2021
COP 26: How can the Global Warming Mitigation Target be Achieved?

3 experts at Ostrum share their point of view on how to achieve the +2° target of the Paris Agreement.

October 20, 2021
Making an “Impact” with Private Equity

Allocating acceleration capital to companies with innovative environmental solutions can create positive impact and attractive investment returns.

October 19, 2021 Marc Romano
Solvency II Review

The European Commission put forward a comprehensive ‘review package’ of Solvency II rules with a potential impact on assets held by insurers.

October 5, 2021 Olivier Trecco
Understanding the Booming Market for Sustainable Bonds

An in-depth analysis of the sustainable bond market, its outlook for 2021 and its main drivers.

October 4, 2021
Bridging the Cybersecurity Gap for Critical Infrastructure

Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.

September 29, 2021
What is Impact Investing?

Mirova breaks down the idea that’s redefining the investment industry.

September 9, 2021
Why ESG is Not Just a Green Bubble

ESG is no passing fad, as more investors are convinced that alpha can be found in ESG and regulators continue to introduce rules to lift ESG standards.

September 3, 2021 Fabrice Chemouny
Biodiversity: The Missing Piece in the ESG Puzzle

Sidelined by investors’ focus on carbon emissions, biodiversity can no longer be ignored.

July 28, 2021 Carmine de Franco
Gen Z: Who Else ?

This generation that never knew a world without internet is considered to be more socially and environmentally aware.

July 26, 2021
A Tech Odyssey

The pandemic witnessed faster adoption of certain technologies but their sustainability can be quite an odyssey, as solutions never come without risks

July 21, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

July 14, 2021
How ESG Supercharged a Shiller Strategy

Combining smart beta with ESG filtering and carbon reduction techniques shown to enhance returns.

July 1, 2021
Renewable Energy in Light of Grid Parity

The gradual reduction of public support measures is ushering renewable energies into a new era; that of autonomy on electricity trading markets.

June 30, 2021
Ostrum: Sustainable Money Market

How to manage money market funds sustainably?

June 17, 2021
Investor Portfolio Alignment with the Paris Agreement: a Multi-Sector, Multi-Asset Class Approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

June 3, 2021 Olivier Trecco
2021 ESG Investor Insights Report

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

May 27, 2021 Dave Goodsell
The G Factor

Today’s world is changing, led by long term transitions: demographic, technological, environmental and related to corporate governance.

May 17, 2021
What Investors Should Know About SFDR

Asset managers sorting funds into different sustainability categories realise it’s only the first step on a longer ESG classification journey.

May 14, 2021
Greenium: An Ally, and Source of Opportunities

More than ever, green bonds are the focus of attention and the curiosity they are arousing is equalled by the questions they have raised.

May 5, 2021
Renewable Infrastructure as an Asset Class

One of the most important challenges for institutional investors is to deploy large amounts of capital and manage increasingly high liability commitments in an environment of low-yielding opportunities.

April 29, 2021 Raphaël Lance
Green Hydrogen, A Catalyst for the Energy Transition

A multipurpose gas with outstanding energy properties: per kilo, as it contains 2.2 times more energy than natural gas, 2.75 times more than petrol and three times more than crude oil.

April 27, 2021
Utilities – the Transition to a Growth Sector

The Utilities, a sector in transition and at the core of the energy transition, may be an investment opportunity for long term investors such as insurers.

April 8, 2021
Private Debt has Unique Opportunity to Drive the ESG Agenda

Lender-friendly environment combined with investor focus on sustainability provide a unique opportunity.

March 24, 2021 Nicole Downer - Harry Elliot
Sustainable Investing: ESG versus SDG

Over the last ten years, financial markets, investors and economies have witnessed some of the most extreme, non warrelated events of the XXI century.

March 23, 2021
Financing the Necessary Ecological Transition of Transport

The energy, industry, buildings and transport sectors together currently account for three quarters of global greenhouse gas emissions, with mobility alone representing no less than 24% of CO2 emissions caused by energy combustion.

March 2, 2021
Next-Generation Real Estate

Rapid evolution in sustainable buildings raises the bar for property investors.

February 17, 2021 Thierry Laquitaine
Investing in Infrastructures to Accelerate Energy Transition

Essential, profitable, tangible, mature: all these features explain the growing interest of institutional investors in green infrastructures.

February 15, 2021 Raphaël Lance
Culture is the Precursor to Diversity

Investment firms with strong corporate cultures can better support D&I efforts.

February 12, 2021 Charlene Sagoe
Renewable Energy Investments Demonstrate Resilience

Resilience is enhanced with infrastructure debt instruments.

February 8, 2021 Céline Tercier
Ostrum AM’s Equity Outlook for 2021

What can we expect on the equity markets in 2021 and what are the best strategies for equity insurance management?

February 4, 2021
“The Green Sector has been Less Affected than Other Infrastructure”, says Mirova

In this Clear Path Analysis report, Mirova expert elaborates on how the pandemic crisis may energise infrastructure and where are the opportunities in next generation energy infrastructure.

January 27, 2021
Insurers: the ESG Regulation Challenge

Global rule-making for sustainable investments is expanding and converging.

January 13, 2021 Hervé Guez
Climate Change: Dealing with Rising Risk

Over the past decade, economic losses from natural disasters averaged $150 billion a year. Investors can’t ignore the effects of climate change any longer.

November 30, 2020
US Retirement: Investing for a Sustainable Future

In Europe, companies, investors and regulators have embraced responsible investment. By contrast, the US has been seen as a laggard.

November 30, 2020
Opportunities in Next-Generation Energy Infrastructure

Investment opportunities in the energy transition are no longer limited to the mature solar and wind segments.

November 19, 2020 Raphaël Lance
Investor Leadership Network Climate Change Mitigation and Your Portfolio: Practical Tools for Investors

Investor Leadership Network Position paper providing practical tools for the investment industry to recognize climate risks sooner and speed the transition to a more sustainable economy.

September 30, 2020
Covid Bonds – an Emergency Aid Funding Method Worth Addressing Selectively

Ostrum AM has taken a closer look at this market to assess its features, opportunities and limitations of this new product.

July 16, 2020
COVID-19: Impact on Renewables

Ostrum Private Debt Real Asset team looks into the impacts of the COVID-19 crisis on the renewable sector.

July 3, 2020
Sustainable Global Equities: The Final Frontier

Core ESG equity portfolios can outperform both ESG benchmarks and financial indices.

July 3, 2020 Jens Peers
Three Questions on Credit: Environmental, Social & Governance (ESG) Factors

How is the pandemic impacting issuers from an ESG standpoint

June 10, 2020 Financial Professional content – requires login
Why Has Making an Impact Been Made so Hard?

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

May 14, 2020 Will Fox-Robinson - Ian Mason
Sustainability Investing Beyond COVID-19

In the face of coronavirus lockdown and resulting economic malaise, multiple data shows the sustainability sector is outperforming the wider market. Yet not all ESG investment managers are the same. Many continue to invest in poor ESG-rated industries while others do not – and some strategies are therefore proving to be more resilient.

May 14, 2020 Jens Peers
Aligning Portfolios with the Paris Agreement

Whether voluntarily or in response to regulation, investors are increasingly looking at the links between their portfolios and climate change. So far, there is no clear consensus as to how to perform such evaluations.

April 14, 2020
COVID-19: What is the Impact on Infrastructure Debt Worldwide?

Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the COVID-19 crisis on the infrastructure sector.

April 8, 2020
Institutional Trends in Responsible Investing

Four senior female executives discussed how investors’ attitudes have changed at a recent event to celebrate International Women’s Day.

April 3, 2020
AEW – Managing & Pricing Climate Risk

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

March 12, 2020
AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and environmental, social and governance (ESG) investing? This question was at the core of a fascinating debate between two AI experts: Dr Luc Julia and Dr Carmine de Franco.

February 7, 2020 Carmine de Franco
ESG: Aligning Ideals to Investment Goals

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

December 4, 2019 Jens Peers
Safeguarding Our Future

The purpose of this paper is to highlight the growing threat of natural disasters to human safety and explore how technological innovation and adaptation are enabling an effective response.

November 22, 2019
The Winners and Losers of the Sustainable Transition

The Schumpeterian concept of Creative Destruction is alive and well and the waves of innovation are becoming both faster and more violent, especially those backed by large-scale social movements such as climate change.

November 14, 2019
TCFD Implementation

Climate change is a major systemic risk and perhaps one of the most daunting challenges of our time. We are eager to act together to address this global challenge head on.

September 18, 2019
What Is Impact Investing and What Drives It?

Clear Path Analysis invited Christian del Valle, Managing Director at Mirova Natural Capital, to a panel discussion on Impact investing and its drivers.

August 21, 2019
The New ESG: Methods for Investing in a Changing World

An insightful approach to ESG investing may require deeper analysis of societal trends and business fundamentals.

June 20, 2019 Jens Peers
ESG Investing Survey: Investors Want the Best of Both Worlds

Individuals and professionals say ESG investing can help them align assets with personal values—and has the potential to drive real results

May 20, 2019
Empowering Women through Listed Equities

There is a growing consensus that educating and employing larger numbers of women can lead to economic growth.

April 25, 2019
Integrating ESG Risks in Private Debt

Strong case for including non-financial information in investment decisions.

April 17, 2019 Helene Barikmo - Frédéric Nadal
Machine Learning Meets ESG

How computing power can extract alpha from complex ESG data.

April 5, 2019
Secure Income and Green Infrastructure: An Unlikely Marriage?

How to source stable, long-term cashflows from infrastructure debt with a strong ESG focus

March 27, 2019 Céline Tercier
Investing in Infrastructure Private Debt with an ESG Lens

Céline Tercier, Head of Infrastructure Private Debt at Ostrum Asset Management, explains why financing infrastructure through private debt with an ESG lens contributes to energy transition.

March 26, 2019 Financial Professional content – requires login
Giving Carbon Credit: Climate as a Performance Indicator

In the annual CDP Europe Awards, Climetrics awarded ten investment funds for their outstanding climate performance.

March 25, 2019
Private Debt Investing with ESG Criteria

Frederic Nadal, CEO at MV Credit, explains how important it is for a private debt investor to select loans with an ESG lens.

March 13, 2019
Water and Waste

The Water and Waste sector is central to the development of a sustainable management for natural resources, both at environmental and social levels

February 20, 2019
Turning the Tide on the Conservation of Our Oceans

The deterioration of the world’s oceans is becoming a global debate.

November 16, 2018 David Barley - Simon Dent
Is the Future Worth Investing for?

Experts call for directing private capital to land restoration.

November 2, 2018
Impact Report 2018

Aligning Economy with Ecology

October 23, 2018
Green Finance, A Way to Transform the Economy Towards a More Sustainable Model

The European Commission has launched its action plan to channel the capital held by institutional investors and the savings of private citizens towards a sustainable economy.

October 1, 2018 Philippe Zaouati
The Law on Energy Transition: The Impact on Insurance Companies

Insurance companies called upon to keep pace with the energy transition.

September 10, 2018 Hervé Guez
Step by Step: Reducing the Carbon Footprint of Investments

Only climate-conscious, active management investment strategies are fit for a 2°C world.

September 5, 2018 Hervé Guez
Investment is Treading the Path to Sustainability

Discover the analysis of Philippe Zaouati, CEO of Mirova and Chair of Finance For Tomorrow.

September 1, 2018 Philippe Zaouati
Acting as a Responsible Investor

In fulfillment of the article 173 of the French energy transition law.

June 15, 2018
Finance Can and Must Play its Role in Fighting Land Degradation

Mirova's comment on the IPBES report on the state of land degradation around the world.

May 10, 2018 Gautier Quéru
Energy Transition: Clean Investments for Yield-hungry Investors

Renewable energy is one of the fastest growing segment within the infrastructure market.

March 21, 2018 Raphaël Lance
The California Green Rush

Four key insights on Golden State residents and green bonds.

March 15, 2018
What is Natural Capital?

VIDEO (3’19) – Gautier Quéru, Director of the Land Degradation Neutrality Fund Project at Mirova

March 2, 2018 Gautier Quéru
Final report of the High Level Expert Group on Sustainable Finance

Mirova's analysis of HLEG recommendations.

February 20, 2018 Philippe Zaouati
Arctic Drilling: An Update on Our Engagements

Responsible Investment Research

January 18, 2018
Guide to Natural Capital Investing

As a nascent but promising market, conservation finance could offer diversified opportunities for institutional investors while fighting global land degradation and deforestation.

December 24, 2017 Gautier Quéru
ESG Criteria to Combine Search for Return and Long-term Impact

An interview with Mirova's CIO.

December 18, 2017 Jens Peers
European Broadband Networks

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

October 1, 2017
Indices in Hot Water

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

September 1, 2017 Hervé Guez
Trump's Decision: A Chance for Climate

Comments on US withdrawal from Paris climate agreement.

June 18, 2017 Hervé Guez
Mirova's Responsible Investment Report

In fulfillment of the article 173 of the French energy transition law.

June 6, 2017
Finance and Climate Change

French institutional investors are bound by the Energy transition law to take action.

May 1, 2017 Antoine Tiago
Equity Infrastructure: Decorrelated, Long-term Income

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.

March 10, 2017 Gwenola Chambon - Mounir Corm
What do Trump's Policies Mean for Energy and the Climate?

Forces outside of Trump's influence may continue to drive development of clean energy in the US.

February 20, 2017
Green Bond Principles

Mirova discusses market standards and the lack of a regulatory body for Green Bonds.

February 11, 2017
The Greening of Corporate Culture

Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition.

January 20, 2017
The Real Impact of Carbon on Portfolios

Improved assessment of carbon impact could spur ESG investment and drive innovation.

June 10, 2016 Jens Peers
COP21, The Force Awakens

Mirova's insights on COP21's conclusions.

December 2, 2015
Mirova's Insights

Investing for a low carbon economy.

November 1, 2015