Calvert’s approach to investing in mining in ‘3 threes’

With the energy transition set to mobilize hundreds of billions of dollars across the globe, the opportunity set for responsible investors is significant. We see mining as a crucial player. Rising global adoption of low-carbon technology needs the mining sector’s project execution skills, operational track record, and ability to invest at scale. We see an increasingly intertwined relationship between a mining corporate’s financial performance and conduct on key sustainability themes.

Amid historic market concentration, Atlanta Capital sees opportunities to deliver strong risk-adjusted performance with their disciplined approach to investing in high quality companies.

Twin uncertainties—economic and structural—have stalled capex, with AI the outlier. In the second half of the year, we see renewed business investment that could drive growth across the value chain.

MSIM announced today that its Wealth Strategies Group has introduced Tax Optimized Portfolio Solutions (TOPS), a tool that brings together a broad suite of tax management solutions from MSIM, Eaton Vance and Parametric Portfolio Associates (Parametric) to meet individual client needs and drive personalized outcomes.