サステナビリティ: サステナビリティ投資

サステナビリティは、急速に進化している分野です。しかしサステナブル投資の成長を阻む大きな要因のひとつに定義や基準の欠如が挙げられます。アリアンツGIは、市場が十分に機能するよう効果的で公正かつ合理的な業界基準の形成をサポートしています。

要点
  • サステナビリティ投資に対する市場の信頼を高めるには公正かつ合理的な業界基準の形成が不可欠です。
  • アリアンツGIは今年度、イギリス財務報告評議会が定めた「英国スチュワードシップ・コード」へ署名し加盟することが認められました。
  • 今後スチュワードシップ活動、特に持続可能な開発目標(SDGs)につながるような成果がますます求められるでしょう。
 
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Top Insights

市場は大きく変化しています。再び資本の調達コストの高まりが懸念され、株式以外の選択肢を検討する必要があるかもしれません。ただ、これは単に、超低金利と良好なインフレ環境が長期化した金融市場が正常な状況に戻ったことを意味するのでしょうか。それとも、この先には何か不確定要素があるのでしょうか。2023年は市場が調整され、安定し始めるにつれて、投資家にとって潜在的な機会が出現する可能性があると考えています。

詳しくはこちら

戦争、景気の減速、エネルギー価格高騰を背景に、今年は持続可能性へのコミットメントが試される1年となっています。困難にかかわらず、こうした問題は最終的にはエネルギー転換を加速させる役割を果たし、サステナブル投資機会を積極的に追求しようとする投資家を後押しすると思われます。

詳しくはこちら

ウクライナでの戦争をきっかけに起こったエネルギー危機を受けてエネルギー転換が見直されており、原子力と天然ガスという議論の分かれる電力源に注目が集まっています。持続可能な投資に関するEUタクソノミーに含めることで、将来のエネルギーミックスにおける原子力と天然ガスの役割が明確になるのでしょうか。

詳しくはこちら