Semiconductors, three reasons to invest in people, and transition risk for real estate
Sustainable investing perspectives
- What sustainability factors do investors consider when analyzing the semiconductor industry? We delve into a comprehensive sustainability data analysis of the sector, using NVIDIA as an example.
- Investing in employees can unlock additional long-term value from improved labor productivity, as we see in the IKEA example. Climate change, AI, and the positive relationship between employee and customer engagement are three reasons why we think investing in people matters.
- Transition risk rising for Europe's commercial real estate following the adoption of EU EPBD, requiring nearly EUR 300bn annually. Banks and insurers are incorporating transition risks into their investment assessments, with potential impact on funding availability and pricing.
Perspective
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