Sustainable and transition content for responsible investors
Our framework moves to a recovery regime, driven by improving growth expectations. This transition does not represent the beginning of a new cycle, but an extension of the existing cycle given tigh...
In our previous piece on the foundations of biodiversity investing , we explored the durability of the biodiversity transition as a structural growth driver, and the depth and diversity of the inve...
Sustainable Global Equity
Robeco publishes climate and nature transition plan 2025-2030.
As AI and data infrastructure scale rapidly, their environmental and social impacts are becoming increasingly material to long-term investment outcomes.
GCC nations drive resilient growth with reforms, AI, and green energy, outpacing advanced economies and transforming equity markets for global investors.
Ten years on from the Paris Agreement, COP30 is being held at an extremely pivotal moment for climate change action, the global community, and the Earth itself. The COP30 President, Ambassador Andr...
What do you need to know?Stock markets endured a volatile week amid technology company valuation concerns and a disappointing US jobs report. A…
From the impact of rising rates and inflation on valuations to emerging opportunities in AI, fintech and energy, this insightful conversation between Franklin Templeton's Tony Davidow and private a...
Copyright © 2025 Markets Recon. All Rights Reserved.
