Sustainability

Sustainable and transition content for responsible investors

Should Markets Fear U.S. Midterm Election Results?
  • 02 Nov 2026

Ron Insana joins Allspring’s 2027 Outlook to reflect on how 2026 midterm elections could shape the policy, regulatory, and market environment in the coming year.

Taking some chips off the table – Counterpoint November 2026
  • 02 Nov 2026

The medium-term outlook remains positive, but near-term risks have increased, leading us to take profits in emerging markets and add US Treasuries for greater portfolio resilience.

Indonesia signals further nickel ore quota cuts as global surplus weighs on prices
  • 02 Nov 2026

Indonesia is signaling a further reduction in its 2027 nickel ore production quota under the government's annual work plan and budget, or RKAB, as global oversupply weighs on prices, Coordinating M...

Beyond Emissions – Capital Expenditure (CapEx) as a Climate Metric
  • 02 Nov 2026

As the urgency to combat climate change intensifies, traditional metrics such as greenhouse gas (GHG) emissions and carbon footprint continue to dominate discussions. While these indicators are cri...

November Views from First Eagle Global Value Team
  • 02 Nov 2026

Deputy Head and Portfolio Manager of the Global Value team Christian Heck explains why he believes US growth stocks are particularly vulnerable in a higher inflation and higher interest rate enviro...

Flash Insights: Strong Growth, Emerging Cracks
  • 02 Nov 2026

The big story last week? The Federal Reserve paused despite stronger growth and persistent inflation. It was a hawkish pause, with a December hike still the base case, according to Franklin Templet...

The Investable Transition: why the energy transition will happen at the speed of economics, not ambition
  • 02 Nov 2026

The energy transition is the largest reallocation of capital in a generation — some $2.3 trillion a year globally, and some £50 billion a year in the UK alone by 2030. Alistair Ray, Chief Investmen...

European Demographic Transition Will Shape Subnational Governments' Credit Quality
  • 02 Nov 2026

Europe is entering a period of demographic transformation. In the EU, deaths have exceeded births every year since 2012, a trend that resulted in a natural population decline of about 1.35 million...

Market Review for October 2026
  • 02 Nov 2026

In October 2026, the Japanese equity market weakened, with the TOPIX falling 3.5% and the Nikkei 225 declining 5.2%, as rising oil prices, concerns over the sustainability of AI investment, and wea...