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Macro · Sustainability

US tariffs: What to do and what not to do, in light of tariff news

Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against inflation risk and capitalise on opportunities amid the current economic uncertainty. The first 100 days of the Trump administration have seen volatility spike across equity, fixed…

J.P. Morgan Asset Management Read insight

Industry · Sustainability

Family Offices: A roadmap to impact

Impact Investing Institute Read

Thematic / Megatrends · Portfolio Construction

Outlook 2025: All change

Fidelity International Read

The archive

All Sustainability insights.

Logo	Company / Author	Title / Date	Description	Topics	Action

Source	Title	Topics	Published	Actions
Ninety One	Multi-Asset Strategy Quarterly – October 2026	Equities Macro	03 Nov 2026	Read More
S&P Global	Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity	Commodities Macro	03 Nov 2026	Read More
S&P Global	Carbon removals coming of age: BECCS and the future of carbon markets	Thematic / Megatrends Equities	03 Nov 2026	Read More
Allspring Global Investments	Should Markets Fear U.S. Midterm Election Results?	Portfolio Construction Macro	02 Nov 2026	Read More
Quintet	Taking some chips off the table – Counterpoint November 2026	Thematic / Megatrends Macro	02 Nov 2026	Read More
S&P Global	Indonesia signals further nickel ore quota cuts as global surplus weighs on prices	Emerging Markets Commodities	02 Nov 2026	Read More
Fiera Capital	Beyond Emissions – Capital Expenditure (CapEx) as a Climate Metric	Equities Thematic / Megatrends	02 Nov 2026	Read More
First Eagle Investments	November Views from First Eagle Global Value Team	Portfolio Construction Equities	02 Nov 2026	Read More
Franklin Templeton	Flash Insights: Strong Growth, Emerging Cracks	Equities Fixed Income	02 Nov 2026	Read More
Royal London	The Investable Transition: why the energy transition will happen at the speed of economics, not ambition	Sustainability Commodities	02 Nov 2026	Read More
S&P Global	European Demographic Transition Will Shape Subnational Governments' Credit Quality	Sustainability Macro	02 Nov 2026	Read More
SuMi Trust AM	Market Review for October 2026	Commodities Sustainability	02 Nov 2026	Read More
Aegon Asset Management	Nature risk: From awareness to action	Sustainability Industry	28 Oct 2026	Read More
Antipodes Partners	2026 Global Equities Responsible Investment and Stewardship Report	Sustainability Industry	28 Oct 2026	Read More
TrinityBridge	Autumn Budget 2026: Rapid response video	Macro Industry	28 Oct 2026	Watch Here
Fiera Capital	Q3 2026 Sustainability Update	Sustainability	28 Oct 2026	Read More
Invesco	Active diversification: Mitigating collective risks	Sustainability Indexing / Passive	28 Oct 2026	Read More
KAR Investment Management	When Strong Businesses Get Stronger	Macro Equities	28 Oct 2026	Read More
KKR	Higher Rates. Higher Bar. Managers Matter.	Fixed Income Sustainability	28 Oct 2026	Read More
RICS	Nature-positive infrastructure: reimagining sustainability in data centre development	Sustainability Private Markets	28 Oct 2026	Read More
Rothschild & Co	UK Budget - first impressions	Macro Portfolio Construction	28 Oct 2026	Read More
S&P Dow Jones Indices	AI Anxiety or Opportunity?	Thematic / Megatrends Equities	28 Oct 2026	Read More
Vontobel	Energy transition: Why we believe execution matters as much as technology	Commodities Sustainability	28 Oct 2026	Read More
ANZ	ANZ Sustainable Finance Insights Q3 2026	Sustainability Fixed Income	27 Oct 2026	Read More
Candriam	Climate risk: looking local, thinking systemic	Thematic / Megatrends Sustainability	27 Oct 2026	Read More

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