Sustainability

Sustainable and transition content for responsible investors

The "sock puppet" premium
  • 14 Sep 2026

Oil prices are up again on oil pipeline attacks and delayed talks. Some shifts in oil demand are enduring. China's scaled back demand, and the use of global oil reserves are not infinite, eroding r...

Rethinking the 60/40 portfolio: The case for gold
  • 14 Sep 2026

Can adding gold strengthen a traditional 60/40 portfolio? Explore how modest allocations to GLD historically improved returns, diversification, and resilience.

Scaling private credit requires more than capital. It requires trusted data
  • 14 Sep 2026

Private credit growth demands trusted data, transparent valuations and stronger governance to support risk management and AI-ready workflows.

Emerging Markets Insights: Rising Bond Yields
  • 14 Sep 2026

Emerging markets face mounting headwinds as rising US bond yields, seasonal market weakness, and El Niño-driven food inflation strengthen the US dollar, pressure equities, and erode consumer purcha...

Electric Vehicle Battery Strategy: A New Driver of Competitive Advantage
  • 14 Sep 2026

We examine the electric vehicle industry and how shifting market dynamics are reshaping battery sourcing and integration strategies, determining the industry's next winners.

61% report late custody invoices: what else is hiding in plain sight?
  • 14 Sep 2026

Discover what institutional investors should expect from global custody, including billing accuracy, FX oversight, data quality, documentation, and governance.

Power: the race to keep the lights on
  • 14 Sep 2026

AI, electrification and climate adaptation are driving a surge in power demand. Can supply keep pace, and what does this mean for economies and investors?

Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition
  • 11 Sep 2026

The rains came: A case for storm-tested leadership
  • 11 Sep 2026

Boards can’t judge leadership by results alone. Storm-tested leaders build talent, trust and resilience long before disruption reveals an organization’s true strength.