Weekly Impact Investment Market Update: January 18, 2019

Impact Investing & ESG
 

An ESG Approach to Emerging Market Debt
The growing interest in ESG factors reflects a developing trend that asset owners and investors are increasingly focused on sustainability alongside investment performance. BNP Paribas AM believes ESG factors are integral in emerging market investing.

Institutions Increase ESG Focus in 2018
At the start of 2018, public pension plans and insurance companies accounted for about 91% of institutional assets focused on environmental, social and governance factor investing, with educational institutions a distant third at 6% of total ESG assets.

Virtuous Investing Finally Starts to Pay Off
A study published this week by Amundi SA, Europe’s biggest money manager with 1.5 trillion euros ($1.7 trillion) of assets, suggests that ESG’s first movers have been subject to a disadvantage, but the tide is turning in favor of the virtuous.

How to Evaluate Socially Responsible Investing
Finding socially responsible investments is easier than ever before, but questions still remain around just what impact these investments are actually having.

The State of Socially Responsible Investing
Many of the innovations have been driven by a collaboration between public, private, and philanthropic institutions.

When Cash is Not King: The New Favorite Investment Option for Family Offices
As an investment driver, impact investing is becoming increasingly popular amongst family offices, with 32% surveyed now reporting involvement in this space, a 4.2% increase versus 2017.

Opinion: The ‘Impact Imperative’ for Sustainable Development Finance
There is no luxury to invest in development without certain, sustainable impact.

The New Era of Refugee Investing
More than three years into the pursuit of the Sustainable Development Goals (SDGs), not one country is on track to achieve them by the 2030 deadline. This conclusion, reached in a recent Brookings Institution report, highlights the enormous human costs associated with not meeting these goals, and implores countries to do more

 

Developing Economies
 

Emerging-Market Rally Suddenly Seems Possible
The Federal Reserve’s more dovish tone, combined with falling volatility, relatively low valuations and rising commodity prices, are keeping most investors positive

African Growth Too Slow for Expanding Workforce –AfDB
Africa’s anticipated healthy annual economic growth of about 4 percent in coming years will still be too slow to create enough jobs for its fast-expanding labor force, a regional loan body said on Thursday.

Southeast Asia’s Retail Boom Fuels the Rise of Logistics
Alibaba’s logistics arm Cainiao Smart Logistics Network had reportedly delivered the first 100 million parcels from the Singles Day Global Shopping Festival in just 2.6 days, illustrating that the e-commerce giant is quite simply on a whole another level to the logistics companies in Southeast Asia which are beset by infrastructure challenges.

Argentina and Chile Agree to Free Trade Agreement
With the decline of Mercosur, Argentina is looking westward towards its Pacific allies, as it signs a landmark free trade agreement with Chile.

Brazil’s Economy Set to Rebound on New Government Reforms: Reuters Poll
Brazil’s sluggish economic growth will pick up smartly this year, provided President Jair Bolsonaro’s new government implements promised budget-tightening reforms and helps expand the private sector, a Reuters poll showed on Friday.