Beyond Bulls & Bears

Water Disruption: Investment Risk from Multiple Angles
Perspectives

Water Disruption: Investment Risk from Multiple Angles

Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. Water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.

Green Bonds Growing in Europe
Fixed Income

Green Bonds Growing in Europe

Growing concerns about climate change have caused an explosion in “green” bonds amongst environmentally conscious investors. David Zahn, our Head of European Fixed Income, highlights some exciting developments in the green bond market, including new issuance from Germany.

Coronavirus Pandemic Shifts Focus to ESG
Equity

Coronavirus Pandemic Shifts Focus to ESG

The coronavirus pandemic has highlighted the importance of financial market risks that fit within the realm of environmental, social and governance (ESG) factors—namely disaster preparedness and health risks. Templeton Global Equity Group's Maarten Bloemen argues we will see recently highlighted ESG considerations more acutely on the radar of investors, while other issues previously on the backburner due to coronavirus—such as climate change—will likely come back to the spotlight.

Six Reasons to Care about Climate-Change Investing
Alternatives

Six Reasons to Care about Climate-Change Investing

Why should investors care about climate change? Here’s a look at the investment implications attributable to climate change from Templeton Global Equity Group’s Maarten Bloemen and Matthew J. Kiernan, Chief Executive of Inflection Point Capital Management Inc.

Understanding the Climate Change Challenges Facing Consumer Goods Companies
Alternatives

Understanding the Climate Change Challenges Facing Consumer Goods Companies

As an active investment manager with a firm commitment to integrating environmental, social and governance analysis into its investment processes, Franklin Templeton recognises its responsibility to raise awareness of climate transition issues. Working alongside the Carbon Disclosure Project, Franklin Templeton recently co-hosted a roundtable event on consumer goods companies’ preparations for the low-carbon transition. Here, Julie Moret, Head of ESG at Franklin Templeton, reports back from the event.

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance
Perspectives

An Investor’s Perspective on the Proposed Taxonomy for Sustainable Finance

Can stakeholders (regulators, policymakers and market participants) deliver a sustainable finance framework that serves the end-client well? The European Union’s technical expert group has just published its final recommendations on the taxonomy for sustainable finance, establishing common criteria to classify environmentally sustainable activities that support the transition to a low-carbon economy. Fresh from discussing the topic at the Responsible Investor Europe Conference in London, Julie Moret, Head of ESG at Franklin Templeton, offers some immediate feedback on the usability and implications for investors

How Companies Address the Climate Challenge
Equity

How Companies Address the Climate Challenge

As more companies start to face up to the climate change challenge, what does this mean for investors? Templeton Global Equity Group’s Maarten Bloemen weighs in.

Could Investors Hold the Key to Tackling Climate Change?
Equity

Could Investors Hold the Key to Tackling Climate Change?

“We think companies actively trying to meet realistic emission reduction targets that are grounded in science could create opportunities for value investors like us. Especially companies that are transitioning to a lower-carbon economy.” - Maarten Bloemen, Templeton Global Equity Group