CRBN News and Press, iShares MSCI ACWI Low Carbon Target From 07/11/22

We see a new era of volatile inflation and growth sweeping aside a period of moderation. We downgrade equities and upgrade credit in this new regime. U.S. jobs data last Friday reinforced the supply shock causing persistent inflation. Yields resumed their rise as markets priced higher...

Energy assets have emerged from a multi-year decline, with energy equities outperforming the broader market since late 2020. Private companies and smaller operators have responded to higher oil prices by drilling and completing more wells. Capacity will gradually be added in Asia,...

Over the past two years, the UK government has outlined its oil and gas decarbonization policy in a series of strategic documents, which establish capacity targets and funding mechanisms for low-carbon projects. The first carbon storage licensing round, launched in mid-June and featur...

During the Glasgow climate conference in 2021, most Southeast Asian countries announced their new climate targets, with net-zero targets to be achieved between 2050 and 2065. Vietnam and Indonesia will face the toughest challenge to accommodate more renewables. Countries in Southe...

For the first time in decades, we now have an inflation problem. This is prompting central banks to tighten monetary conditions, just as the global economy is weakening. This does not bode well for investment prospects. If things get really bad, a pivot back to monetary easing cou...

Is ESG investing to blame for higher oil prices? It's far more complicated than that. Why energy security is causing investors to pivot their ESG investing strategies. What rising oil prices mean for the great energy transition. Russia’s invasion of Ukrain...

The global economic outlook has deteriorated sharply; we now expect GDP growth to be well below potential in 2023. While the near-term economic outlook is challenging, not all downturns are catastrophic - unlike those during the pandemic and global financial crisis. The economic o...

The transition towards a decarbonized economy is underway. It will involve a massive reallocation of resources. Economies will be reshaped as carbon emissions are cut, inevitably impacting portfolios. A possible acceleration from the current path, plus repricing that could have furthe...

It really feels that the energy transition is accelerating faster than ever, of course driven by the move higher in global natural gas and power prices. There have been a lot of newer innovations in terms of what we’re doing with solar cells and the ability to boost that output...

Rapid growth is expected in the volunteer market, where companies purchase credits from carbon reduction initiatives that are not necessarily linked to regulatory regimes. The recent COP26 global climate change conference adjourned with a first-ever multinational agreement on trading ...