Solutions in areas spanning water, clean and efficient transport, the circular economy, sustainable food, and ‘smart environment’ are presenting attractive investment opportunities in Asian markets addressing the environmental challenges from climate change.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against disease and to safeguard human health, all depend in part on chemical solutions. Today is no different. Yet resistance to chemicals is rising rapidly, exacerbated by climate change and ecosystem degradation.  In the second of this series, Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, talk to Andrey Zarur, CEO and co-founder of GreenLight Biosciences, about how his company is using RNA technology to create a new generation of chemical free pest control methods. They consider the benefits of such innovations including enhanced food and biodiversity security, as well as the growing role investors can play in this area. The uncapped impact series brings you up close and personal with our Environmental Strategies Group and businesses that, regardless of their size, are making a big impact.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

A more planet-friendly diet can help both address biodiversity loss and improve people’s health, highlighting the harmful impact of food production, consumption and waste on our ecosystem. To help contain the rise in global temperatures, and preserve human wellbeing, enhance food security and wider stability, an agricultural revolution is needed.   In this podcast, which is part of our Investment Symposium Series, Professor Johan Rockström, joint director of the Potsdam Institute for Climate Impact Research, discusses the actions required to make sure that planetary boundaries such as global temperatures are not violated.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

What is China doing to address the impact of climate change and biodiversity loss? How is one of the world’s leading economies and a large emitter of greenhouse gases reconciling its ‘green’ policies and its continuing reliance on coal as an energy source? Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, Olivier Blanchard, Senior Fellow at the Peterson Institute for International Economics, argues that the US Federal Reserve has been misreading US inflationary pressures and warns a rapid normalisation of monetary policy is necessary to maintain financial stability. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In this podcast, you can listen to Ulrik Fugmann and Edward Lees, Co-Heads and Senior PMs of our Environmental Strategies Group talk to John Berger. John explains how his company is enabling the energy transition and allowing households and communities to be more resilient. In addition, John addresses the role asset managers play in fighting climate change, and how he believes BNP Paribas Asset Management is helping.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Dans nos Perspectives d'investissement 2022, nous cherchons à aider les investisseurs à naviguer le courant alors que l'économie mondiale va se stabiliser lors des prochaines phases de la reprise économique. Nous nous intéressons également aux conséquences potentiellement plus vastes sur les politiques macroéconomiques, l’une des priorités mondiales étant désormais de s'attaquer aux problématiques sociales et économiques révélées par la pandémie.  Hosted on Ausha. See ausha.co/privacy-policy for more information.

In our 2022 Investment Outlook, we seek to help investors to navigate the rapids as the global economy stabilises during the next phases of the economic recovery. We also consider the possible broader consequences for macroeconomic policy as the world tackles the social and economic challenges laid bare by the pandemic. Listen to more.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

Listed assets no longer suffice to build an investment portfolio. Private debt is becoming a central element among allocations.   Hosted on Ausha. See ausha.co/privacy-policy for more information.

While there appears to be a large degree of market consensus on China’s GDP growth in 2022, there is less clarity on the three to five-year outlook. A raft of issues could slow growth momentum in 2022. They range from a high base effect from 2021, slowing export growth, further regulatory reform and the country’s ‘zero-Covid’ policy to carbon emissions control and a cooling property market. There is also a lack of ‘animal spirits’ to spur private investment due to policy uncertainty.     Hosted on Ausha. See ausha.co/privacy-policy for more information.