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House Report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
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Three ways the Biden administration could impact climate change
While Joe Biden has won the requisite electoral (and popular) votes to be inaugurated as the next President of the USA in January, the blue wave that would have decisively delivered a Democrat Senate never broke. This has elicited questions about the scale of climate ambition that can…
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Is the tide of climate awareness turning?
As the global economy ground to a halt, the environment experienced a moment of respite. However, despite the slowdown in greenhouse gas emissions caused by COVID-19, climate change manifestations are set to rise, with fires in California the latest devastating example. While societal awareness of climate change is…
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Responsible investment isn’t just about ethics, it’s about economics too
As we approach the final quarter of 2020, many investors are understandably worried about the threat of a resurgence in the pandemic and renewed lockdowns hanging over markets. In this uncertain environment, we believe the integration of ESG research principles at the core of any stock selection process…
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BP’s reduction in its oil and gas prices
BP's reduction in its oil and gas price assumptions - could this set off a chain reaction that puts us on a path to Paris? BP has today announced that it will lower the long-term oil and gas price assumptions used in its financial statements by roughly 20%…
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