Archive

Jefferies flags food, tiremaker stocks for investor scrutiny as EU Deforestation Regulation looms

Investors have been advised to scrutinise several companies for engagement, including Hankook, Nexen, Golden-Agri Resources and Darling Ingredients, as stocks potentially negatively exposed to EU rules set to impose strict due diligence requirements from next year.

Jefferies pinpoints key flood solution companies for investment

Jefferies has identified which companies investors should be looking at for opportunities in engineered and nature-based flood solutions, warning that floods are becoming an increasingly material risk.

Fund managers face SDR challenge to define 'sustainable', law firm says

Fund managers looking to adhere to the UK's forthcoming fund labelling and disclosure regime are to face a significant "subjectivity-related challenge" in determining what qualifies as sustainable, according to law firm Pinsent Masons.

Sustainability policy overhaul promises 'transformational decade' for Japan

UK 'likely' to make TNFD mandatory

The UK is 'likely' to make Taskforce for Nature-related Financial Disclosures-aligned disclosures mandatory, according to Linklaters.

Final SEC rule 'expected in October'

The US Securities and Exchange Commission (SEC) is expected to publish a final rule on climate disclosures in October, according to a note by Jefferies.

Jefferies: Investors need better water dependency data

Corporate data on water dependencies needs to improve to enable investors to understand water-related risks, an executive at the research arm of US investment bank Jefferies has said.

Jefferies flags 'key' TNFD nuances in materiality

Jefferies: SBTs for nature to 'coalesce around a small group' of metrics

Corporations are likely to use a small number of sector-specific metrics to measure their contribution to nature-related targets under the draft Science Based Targets Network (SBTN) methodology for land, Jefferies Research has predicted.

Water is 'most critical' natural capital factor for investors

Investors should first look at water when kicking off engagement with corporations on natural capital, Jefferies' Grace Elshafei tells Thomas Cox