Sustainability

Sustainable and transition content for responsible investors

Energizing autonomy: Europe’s new power play
  • 15 hours ago

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...

US/Iran conflict: global equity impact
  • 15 hours ago

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...

Emerging Markets Insights: War in Iran and falling tariffs
  • 15 hours ago

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...

Fighting Words: The Energy Transition in 2026
  • 15 hours ago

This year we tackle the fiercest energy debates— from data centers and power prices to the “primary energy” fallacy and more.

Quick view: Energy price sensitivity could drive EM differentiation amid Iran conflict
  • 15 hours ago

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.

Iran, energy shocks and the inflation challenge
  • 15 hours ago

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...

Future Quality Insights: market dislocation is creating entry points in quality growth stocks
  • 02 Mar 2026

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...

Equities: Lean Into the Disruption—Don’t Fight It
  • 02 Mar 2026

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...

Equities: Navigate the AI and Tariff Disruption—Don’t Fight It
  • 02 Mar 2026

CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...