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913 (51-60)
March 15, 2021
Participants: UN PRI/ European Chair of Sustainable Finance, Partner at Arabesque S-Ray
Moderator: Trisha Taneja, Head of ESG Advisory, Deutsche Bank

In this session, Nathan Fabian, Chair of the European Platform on Sustainable Finance and Dr. Todd Bridges, Global Head of Sustainable Investing & ESG Research at Arabesque S-Ray, discussed key regulatory topics impacting capital flow. The panel discussed the regulatory landscape in Europe and the US as it pertains to ESG, how upcoming regulations are impacting investors and issuers, and ultimately influencing capital flow and business strategy. From the dbAccess ESG Conference March 2021. [more]
March 15, 2021
Participants: HP, Bloomberg, and Franklin Templeton
Moderator: Christiana Riley, Member of the Management Board, CEO Americas, Deutsche Bank

The focus of this panel was to help investors engage with corporates on the topic of Diversity & Inclusion. The group was expected to address what should be considered to represent a successful D&I effort along with discussion on what key issues need to be addressed by corporates today. From the dbAccess ESG Conference March 2021. [more]
March 15, 2021
Analyst:
Participants: T. Rowe Price, Invesco, and Federated Hermes
Moderator: Brian Bedell, US Asset Manager Research Analyst

This session was conducted as a panel with Sustainability leaders at T. Rowe Price, Invesco, and Federated Hermes. It covered panelists’ view on the success and challenges of integrating ESG considerations within their investment processes across a wide & diverse array of investment strategies, how third-party ESG data is used with development of proprietary analytics in combination with active management to generate alpha, what the prospects are for ESG demand to accelerate in the US and what types of investment products & solutions are developing the most demand. From the dbAccess ESG Conference March 2021. [more]
March 15, 2021
Analyst:
Participants: Schroders, Union Investment, and Amundi Funds
Moderators: Debbie Jones, Global Head of ESG, Company Research & Tobias Fischer, Research Sales & ESG Coordinator

The session addressed how firms are integrating ESG into their investment strategies. Discussion topics included accountability to an ESG process, views on corporate disclosure & data collection, proprietary systems and ratings, alignment with UN SDGs and exclusionary processes. The discussion with Amundi addressed specific considerations and practices for an ESG Portfolio Manager having a special focus on ecology.
From the dbAccess ESG Conference March 2021.
[more]
March 15, 2021
Presenter: Annelisa Grigg, Director and Sustainability Advisor at Global Balance Ltd
Moderator: Idil Dagdelen, Research Sales & ESG Coordinator

This session highlighted how biodiversity loss will have a significant impact on society and business and fundamentally impact on the ability to deliver the UN Sustainable Development Goals. Reporting and disclosure standards for companies on biodiversity are lacking at the moment, but that is likely to change. While several biodiversity policies and legislation exist today, there are important international and regional frameworks currently under development. From the dbAccess ESG Conference March 2021. [more]
March 15, 2021
Participants: Kamran Khan, Head of ESG, Asia Pacific, Deutsche Bank
Moderator: Jonathan Jayarajan, Managing Director, Deputy Head of EMEA Equity Research / Chair of the Research ESG Council

In this session, DB’s Kamran Khan reviewed key ESG trends impacting corporates. He also addressed DB’s strategy to support corporates to help meet their ESG needs, as well as the breadth of products and services that DB offers and the ESG regulatory outlook on Asia. From the dbAccess ESG Conference March 2021. [more]
March 15, 2021
Region:
In yesterday’s regional elections in Baden-Wuerttemberg (BW) and Rhineland-Palatinate (RP), the CDU achieved disappointing results and thus faces a dismal start into this election year. The CDU was up against two extremely popular prime ministers who appeal to voters across the political camps. However, nondescript CDU candidates, allegations around mask procurement deals and growing discontent about pandemic management are behind the heavy defeats. The new CDU party leader Armin Laschet was not able to change the party’s fortunes. Nevertheless, Laschet’s chances for Merkel’s succession remain intact, in our view. While another six months until federal elections is a long time in politics, the state elections serve as a reminder that a conservative-green coalition which is the consensus so far, is not a foregone conclusion. With Merkel’s bonus for the CDU/CSU fading, vaccine problems continuing and the surprising revival of the Liberals, other coalition options for the Greens might open up. [more]
March 10, 2021
Region:
On March 14, regional elections in Baden-Württemberg (BW) and Rhineland-Palatinate (RP) will provide the first electoral test for the parties in the run-up to the federal elections. Polls see the ruling Greens in BW, respectively the SPD in RP in the lead, but uncertainty about the polls is higher this time given the fallout from the pandemic. Additional headwinds for the CDU result from a current political outrage over questionable procurement deals of two CDU/CSU Bundestag MPs. The new CDU party leader Laschet is not up for election but the performance of the CDU will of course be (partly) attributed to him. However, as long as the CDU is not experiencing a severe setback compared to its 2016 results, Laschet’s chances of being nominated as the CDU/CSU chancellor candidate remains intact in our view. [more]
March 9, 2021
Region:
At the onset of this decisive election year, Germany finds itself confronted with an increasingly multipolar world, a weakened liberal, rule-based world order and rapid technological change. By applying the concept of a SWOT analysis, we aim at kicking off a debate about possible trajectories for the German economy in the post-Merkel era. As key threats to Germany’s "business model" (export-driven with a strong innovative industrial base), we identify (i) a continued erosion of the liberal rule-based trading and investment order and (ii) the falling behind in the global tech race with respect to Green-tech, AI and IoT. By plotting these two threats on separate axes, we then develop four scenarios and identify key drivers that will define Germany‘s position on these axes. For the new government complacency or reactive policies are no options – "High-Tech Made in Germany" might turn out to be an upside scenario. Strong reform effort of both the government and corporate sector is needed in order to secure Germany’s place in the "best-of-all-worlds" scenario. This requires a proper allocation of R&D investments, reaping the benefits of industrial data and an accelerated diffusion of cross-sectoral technologies like AI. [more]
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