Impact Investing: EMs, high yield and renewable energy

Impact Investing: • Emerging Markets: Investing for Profits and Progress • High Yield: Engaging with Issuers on Climate Risk • Renewable Energy: Unlocking the Potential FIONA MANNING, Fund Manager, Premier Miton Emerging Markets Sustainable Fund "No compromise: Investing for profits & progress in EMs” Is the tail wagging the dog? Has the focus on decarbonising investment portfolios resulted in an increased risk of failing to achieve global decarbonisation? Geopolitical risk is elevated, development finance and public equity capital flows have been retreating from emerging markets as the impact of higher interest rates in the US crowds out other risk assets. PAULA LUFF, Director of Sustainability Research and Corporate Engagement, DSC Meridian Capital “Addressing Climate Change Through Fixed Income Investing” Since 2019, 89 asset owners accounting for $9.5 trillion in AUM have signed onto the Net Zero Asset Owner Alliance, committing to decarbonization objectives across their portfolios. While governments, regulators and businesses all have a role to play to combat climate change, asset owners can also play a meaningful role, directing capital towards investments strategies that can have real world, environmental impact. MARC SCHÜRCH, Head Renewable Energy, Swiss Life Asset Managers “The Road to Green Energy: Unlocking the Potential of Renewable Energy” There is no doubt that there is sufficient potential for renewable energy. The difficult question is on how to access it. If we want to achieve climate neutrality by 2050 there is no way around applying various strategies and shaping a framework allowing not just the electricity transition, but also the heat transition and the fuel transition.