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COP31: Three themes shaping the climate agenda

Electrification, climate finance and physical climate risks are set to feature prominently at COP31. Together, they reflect a decisive shift in climate policy: from setting long-term ambitions to delivering the infrastructure, investment and resilience needed in the real economy.

The archive

All Sustainability insights.

Source Title Topics Published Actions
Nordea COP31: Three themes shaping the climate agenda
Robeco Enhanced indexing for global equity investing
S&P Global How China's EV Transition Will Jolt Automakers, Dealers, And Insurers
Aegon Asset Management Short-dated credit: Attractive income without unnecessary duration risk
Allspring Global Investments Pre-COP31 Investor Outlook: Key Themes for Antalya 2026
Fidelity International Unlocking equity income opportunities in a concentrated market
Franklin Templeton Europe's Resilience Re-Rate
GMO Investing in American Resilience
Invesco How could the midterm results impact economic growth?
PIMCO Gordon Brown: Power and Politics in a Fragmented World
Sterling Capital Strong Earnings Growth and Attractive Seasonality May Favor Equity Overweight
Ninety One Multi-Asset Strategy Quarterly – October 2026
S&P Global Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
Morgan Stanley AI Power Demand and the Future of the Power Grid
S&P Global ET Highlights: US election's implications for energy transition, UK's CBAM expansion, India's COP31 electrification goal
Allspring Global Investments Should Markets Fear U.S. Midterm Election Results?
Quintet Taking some chips off the table – Counterpoint November 2026
S&P Global Indonesia signals further nickel ore quota cuts as global surplus weighs on prices
Fiera Capital Beyond Emissions – Capital Expenditure (CapEx) as a Climate Metric
First Eagle Investments November Views from First Eagle Global Value Team
Franklin Templeton Flash Insights: Strong Growth, Emerging Cracks
Royal London The Investable Transition: why the energy transition will happen at the speed of economics, not ambition
S&P Global European Demographic Transition Will Shape Subnational Governments' Credit Quality
SuMi Trust AM Market Review for October 2026

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