Sustainable and transition content for responsible investors
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...
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...
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...
This year we tackle the fiercest energy debates— from data centers and power prices to the “primary energy” fallacy and more.
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.
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...
Tap into overlooked small-cap potential. Explore an active AI-powered ETF built for diversification and smarter stock selection.
As the use of artificial intelligence (AI) has grown over the past few years, so have the energy needs of the data centers that power AI. In 2024, US data centers used approximately 200 terawatt-ho...
Survey finds value creation to be a critical driver of success, sustained demand for co-investments, and continued growth of secondaries as a portfolio management tool. Bain & Company and StepSt...
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