Displaying items by tag: climate

Institutional appetite for sustainable investing is rising sharply, with more than 80% of global asset owners and managers planning to increase allocations over the next two years, according to Morgan Stanley’s new Sustainable Signals 2025 report. 

Surveyed investors overwhelmingly cited strong performance and the growing maturity of ESG strategies as the primary reasons behind their expanding commitments. Demand is also reshaping the competitive landscape, as roughly 9 in 10 asset owners now view sustainable investment options as a key differentiator when selecting or retaining managers. 

Top areas of focus include renewable energy, energy efficiency, and, surging in priority this year, climate adaptation, reflecting mounting concern about physical climate risks and their impact on asset prices. 

Finsum: ESG remains a long term play as the short run outlook appears clouded by regulatory changes. 

(Detroit)

The Wall Street Journal has published that we consider an important and engaging piece about the US auto industry and its disconnection with the direction of the rest of the world. While other major markets, like Europe and Asia, are moving to an ever-cleaner, ever-smaller, ever more electric paradigm, the US is moving further into the “bigger is better” mantra and cutting fuel standards. The disconnection has at its heart two components—the first is Trump’s very different view of climate change and environmental regulation, and the other is cheap gasoline.

FINSUM: We don’t think this disconnect is any cause for alarm in the near-term, but investors should consider that if political winds change (such as in the mid-term elections), then regulations could change quickly, leaving US automakers with a bad product mix.