Sustainable and transition content for responsible investors
Europe has entered a moment in which sovereignty is no longer a lofty political ideal but a pressing strategic imperative. Europe’s energy transition has evolved from primarily an environmental age...
For markets, the swing factor in “Operation Epic Fury” is whether escalation stays military-to-military or migrates into significant and prolonged energy + logistics disruption, according to Temple...
Operation Epic Fury and the impact on the equity risk premium and inflation risks, in addition to US tariffs the China National People's Congress are three things to watch in this month’s Emerging...
This year we tackle the fiercest energy debates— from data centers and power prices to the “primary energy” fallacy and more.
Energy disruption, not geopolitics, is driving emerging markets as higher energy prices could reshape the winners and losers. The persistence of higher prices will determine the eventual impact.
As the US-Israeli military operation in Iran enters its fourth day, markets are continuing to react to rhetoric from both sides and attempting to gauge how long the conflict may last and what the i...
The broad rotation away from quality and defensive businesses towards deeper value and more cyclical areas appears largely complete. While style rotation has been an important driver of returns, it...
CIO Weekly Perspectives | March 02, 2026 Equities: Lean Into the Disruption—Don’t Fight It There’s no escaping the market impact of AI disruption and tariff uncertainty. But it’s better to lean int...
CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...
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