Sustainable and transition content for responsible investors
A review of nature and biodiversity data types available to public market investors, mapped to portfolio objectives, with an assessment of current limitations.
Markets navigated a complex backdrop, as a fragile Middle East ceasefire and ongoing Strait of Hormuz disruption kept energy prices elevated and investors cautious. With inflation risks resurfacing...
[External Link] Kei Fujimoto, Senior Economist at Sumitomo Mitsui Trust Asset Management, shared his views on the outlook for the Japanese yen amid Middle East geopolitical tensions. He discussed t...
In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent...
Following our previous editorials, “Cheaper, baby, cheaper” and “Jobs, baby, jobs,” the latest developments in the war in Iran have brought the urgent need for energy security in Europe and elsewhe...
From harbor dredging to niche industrial leaders, small-cap companies can offer differentiated, resilient growth opportunities tied to essential infrastructure rather than broader macro cycles.
It may be an unintended consequence of geopolitical tensions, but energy supply disruption may end up accelerating Europe’s transition toward a more self-sufficient energy system, while sharpening...
Funding worries and publishing trends loom large in the minds of scientists surveyed by Nature Index.
We favour sticking to medium-term convictions – and capitalising on short-term dislocations – as the energy shock continues to play out.
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