Amova Asset Management Europe Ltd.

Headquartered in Japan with global presence, Amova Asset Management is a leading asset manager and progressive investment solutions provider, driven by the promise to help you progress towards your goals.

funds asset manager

Insights
Reports

Website

Latest Insights

view all

Amova Global Green Bond Fund

A global green bond fund investing in sustainable issuers and projects that support climate and environmental goals, while seeking attractive returns.

Published on 2026-07-27

funds asset owner green bonds

Green Bonds: Aligning Mission and Returns

By Holger Mertens, Global Green Bond Strategy Portfolio Manager

Published on 2026-07-24

asset manager responsible investment

The greenium myth:do investors give up returns?

One of the most common objections to investing in green bonds has always been the “greenium” – the belief that investors must accept a lower yield for choosing a green bond over a conventional equivalent. For years, this was treated as an established fact of the market, the cost associated with the sustainability label. However, our latest research suggests the picture looks more nuanced. In the early years of the green bond market, a greenium did exist. Supply of green bonds was limited, demand from ESG‑focused investors was concentrated, and prices reflected that imbalance. But as the market has grown and diversified, the assumption that investors must sacrifice yield has become increasingly difficult to support. The question is not whether the greenium once existed, but whether it still does, and if so, where.

Published on 2026-07-16

AI runs on electricity. Fixed income finances it.

The biggest bottleneck is not processing power or data storage, but electricityArtificial intelligence (AI) is restructuring the global economy at a speed that few anticipated. AI is not purely a technology story, but also an energy story. The infrastructure required to support it, from data centres and power grids to storage and transmission networks, is driving a structural increase in electricity demand that will define energy investment for the next decade and beyond. After two decades of essentially flat demand, global electricity consumption is projected to rise by more than 40% over the next decade, driven by AI, digitalisation and new forms of industrial production. Supporting global AI workloads alone may require approximately USD 5.2 trillion in capital expenditure by 2030, much of it from the large technology companies, known as hyperscalers, that are already expanding their data centre networks rapidly.

Published on 2026-07-03

asset manager sustainable finance

Green bonds: From climate tool to strategic necessity

For much of the past decade, green bonds have been viewed primarily through the lens of climate change. That case still holds. But it is no longer the full story. Today, sustainable fixed income is increasingly linked to energy security, economic resilience and the rapid rise of artificial intelligence. In that context, green bonds are evolving from a niche allocation into a core instrument for financing the infrastructure modern economies depend on.

Published on 2026-06-26

asset manager sustainable finance