Family office syndicate CREO has published its Spotlight on Emerging Markets report.
'A lot of climate focus, but there can be a bit more of a lean into the social side of things as well,' says portfolio manager Sian Orr.
The firm's next fund will focus on climate tech due to the sector's 'inevitable long-term, structural growth drivers', head of impact investing Andreas Nilsson told NPM.
Australia’s government-backed climate investor will deploy alongside West Street Real Estate Credit Partners IV into domestic new-build projects.
Thomas Bayerl, global head of illiquid assets for Munich Re’s investment management arm, bemoans American policy uncertainty, reflecting wider investor wariness.
Energy transition and climate investing were on the agenda at NEXUS 2025; as the new US administration tilts towards fossil fuels, climate investors are sticking to the programme.
Though a nascent area, systemic investing may hold the key to maximising the positive impact of private investment.
The group, which includes, Allianz France and Caisse des Dépôts, is looking to commit to a €150m fund.
The public pension has had to defend its decision to include energy company holdings in its climate-focused portfolio at a recent meeting.
CEO Marcie Frost says she spends much of her time countering "disinformation' about the California state pension plan's investment strategies.