The TT Library
Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.
Here you can find all our investment insights in one place. You can also filter our insights according to your areas of interest.
WorldWatch
TT Environmental Solutions | Charitable Donations
At the heart of TT's Environmental Solutions Strategy is its commitment to supporting charitable causes, directing capital towards meaningful initiatives that address environmental problems and align with the fund's values. Our innovative fee structure is designed to deliver tangible impact, with one-third of our management fees given to carefully selected environmental charities at no cost to investors. In this video, we explore four distinct charities: Heal Somerset, UWA Oceans Institute, Global Returns Project, and Thousand Year Trust, all of which the strategy actively supports.
WorldWatch
Environmental Equities: Storm Clearing
2023 has been a perfect storm for environmental equities generally, and our investable universe in particular. But as we head into 2024, many of these headwinds are easing and a far brighter outlook beckons. In this piece we outline why, before illustrating that we have record-high upside in our portfolio by discussing five holdings that we believe could double over the next three years.
WorldWatch
COP27: what to expect
From 6 to 18 November, Heads of State, ministers and negotiators, along with climate activists, mayors, civil society representatives and CEOs will meet in the Egyptian coastal city of Sharm el-Sheikh for the world’s largest annual gathering on climate action. COP27 will build on the outcomes of COP26 to deliver action on an array of issues critical to tackling the climate emergency – from urgently reducing greenhouse gas emissions, building resilience and adapting to the inevitable impacts of climate change, to delivering on the commitments to finance climate action in developing countries. Faced with a growing energy crisis, record greenhouse gas concentrations, and increasing extreme weather events, COP27 seeks renewed solidarity between countries, to deliver on the landmark Paris Agreement, for people and the planet. As COP27 fast approaches, we thought it would be an opportune time to reflect on some of the expected outcomes from the conference and the potential opportunities these might present for the themes and sub-themes within the TT Environmental Solutions Strategy’s investable universe.
White Paper
Looking beyond low carbon to holistic environmental investing
The world is not on track to achieve the Paris Agreement temperature targets, and low carbon investing in isolation is unlikely to change this. The magnitude of the environmental crisis facing our planet requires that allocators take bold and creative action. In this paper we set out the case for supplementing a low carbon approach with an environmental solutions strategy, which we believe will grant investors access to the biggest structural growth opportunity of a generation.
WorldWatch
COP15 Part 1, COP26 and the Role of Biodiversity in Financial Markets
With COP15 Part 1 and COP26 now over, the conferences have arguably achieved more than expected but less than hoped. To make sense of the potential impact of these events for the planet and investors, Harry Thomas, Co-Portfolio Manager of the TT Environmental Solutions Strategy, recently held a webinar discussion with leading ecology expert Dr Joseph Bull.
WorldWatch
COP15 and COP26: what could these pivotal events mean for the planet and investors?
The COP15 and COP26 events have rightly attracted much attention in the press as they are crucial if climate change and biodiversity loss are to be brought under control. At this potential turning point for the world, Harry Thomas, Co-Portfolio Manager of the TT Environmental Solutions Strategy, recently held a discussion with Dr Joseph Bull to learn more about what these events could mean, both for the planet and investors.
WorldWatch
TT Environmental Solutions Strategy 1-Year Anniversary - Key Performance Drivers and Themes
On 11th May 2021 the TT Environmental Solutions strategy celebrated its one-year anniversary. In the following piece we detail how we added value over the past year, before discussing why we find the environmental thematic so compelling, even after the rally seen in 2020. Finally, we outline some of the key sub-themes that look particularly promising.
White Paper
TT Environmental Solutions Strategy - Genesis, Objectives and Key Differentiators
We discuss the strategy’s genesis, objectives and key differentiators, before outlining why we find environmental equities so exciting looking forward.
White Paper
Impact investing 2.0: revenue sharing with charities to directly improve the environment
TT International issues a rallying cry to the wider industry calling for Impact Investing 2.0, where sustainable funds give one-third of their management fees to carefully selected environmental charities, as the TT Environmental Solutions strategy does.
WorldWatch
TT Environmental Solutions strategy Q&A
We answer some of the most interesting questions that investors have asked us about the TT Environmental Solutions strategy in recent months.
WorldWatch
Emerging markets: picking up the baton
We discuss how emerging markets are racing to implement structural reforms and the challenges and opportunities this presents for investors.
WorldWatch
Opportunity knocks for Emerging Markets
It has become very consensual to be bearish on Emerging Market (“EM”) equities, but with a nascent synchronised uptick in the world economy in prospect for 2014 and with valuations for EM equities at historic lows, the risk/reward is becoming more finely balanced. We explore the main themes that will dominate markets in 2014, why the opportunities for EM investors are becoming greater and why long-term investors should begin the process of building exposure.
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TT
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