Sustainability

Sustainable and transition content for responsible investors

Stalemate? The US Dollar Caught in a Tug of War
  • 22 hours ago

We expect more volatility than direction for the US dollar in 2026. Former Federal Open Market Committee Chairman Alan Greenspan famously observed that forecasting foreign exchange was like flippin...

The early innings: Why Japan's structural story has years to run
  • 22 hours ago

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.

The SRI Chronicles: « Jobs, baby, jobs! »
  • 22 hours ago

The previous quarter brought us the positive message of “cheaper, baby, cheaper!” in the context of COP 30, with renewable energies, particularly solar energy, becoming increasingly competitive wit...

StepStone Group to Announce Third Quarter Fiscal 2026 Results on February 5, 2026
  • 22 hours ago

StepStone Group Inc. (Nasdaq: STEP) today announced that the Company will release its results for the quarter ended December 31, 2025, after the market closes on Thursday, February 5, 2026. This re...

“Goldilocks” Baseline But Lingering Risks
  • 22 hours ago

A global environment marked by near-trend growth, subdued inflation, and central-bank easing is aptly described as “Goldilocks” and appears sustainable, but what underlying factors have supported t...

Your top ten factor-based enhanced index FAQs
  • 1 day ago

What are factors? What’s an enhanced index fund? We address your factor-based questions.

Are you a Traitor or a Faithful?
  • 1 day ago

Investing in the climate transition, is a bit like the hit TV show The Traitors. For the uninitiated, the premise is simple: everyone pretends to be ‘faithful.’ Most are. A few aren’t. Those few qu...

MARKET STRESS: SHOULD I BE WORRIED?
  • 1 day ago

With unpredictable US government policy making for a volatile investment environment, US equities’ searing post-Liberation Day progress appears to have stalled, while gold market fever could be a s...

Root and Branch: A Case Study in Assessing Portfolio Biodiversity Risk
  • 1 day ago

16% of the MSCI ACWI is exposed to the highest level of biodiversity risk 35% the share of MSCI ACWI for which water risk is high or ver...