Sustainability

Sustainable and transition content for responsible investors

Can Value Stocks Offer Resilience to AI Disruption?
  • 14 May 2026

Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...

Nikkei’s rally: is it the yen? No, it’s tech sentiment
  • 14 May 2026

The Nikkei’s strong rally is less a reflection of yen weakness and more driven by global tech sentiment, particularly the semiconductor capex boom. At the same time, Japan’s structural transition a...

Nature Index 2025: The world’s top 10 institutions for neuroscience research
  • 14 May 2026

US and Chinese institutions are the leaders of this health-sciences field.

Five Timely Opportunities in Today’s High-Yield Market
  • 14 May 2026

As market conditions shift, opportunities stand out.  With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...

Insight Matters report, Spring 2026
  • 14 May 2026

In our latest Insight Matters report, we explore a world undergoing rapid change, shaped by shifting geopolitics and the accelerating impact of artificial intelligence.

Conflict on Europe’s Periphery Puts Clean Energy in the Spotlight
  • 14 May 2026

Private credit is becoming the engine driving Europe’s energy transition. We are living in an era of rising electricity demand. The electrification of vehicles and buildings, the construction of AI...

What Does Higher Inflation Mean for the US Economy and Fed?
  • 14 May 2026

With inflation rising, consumers are feeling the pinch and the Fed is weighing its options. The conflict in Iran choked the Strait of Hormuz, causing a widespread surge in energy prices. Now, sever...

Eye of the Storm: Investing in Adaptation and Resilience
  • 14 May 2026

As extreme weather escalates, so does physical risk to US utilities. Those with constructive regulatory frameworks, credible capital plans, strong execution and manageable leverage may offer greate...

Asian Bonds—No Longer Just an EM Trade
  • 13 May 2026

Asia-Pacific bond markets are increasingly recognized as a resilient and distinct asset class, offering investors the potential for attractive yields, stability and diversification benefits in toda...