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Thematic / Megatrends · Private Markets

COP31: Three themes shaping the climate agenda

Electrification, climate finance and physical climate risks are set to feature prominently at COP31. Together, they reflect a decisive shift in climate policy: from setting long-term ambitions to delivering the infrastructure, investment and resilience needed in the real economy.

The archive

All Sustainability insights.

Source Title Topics Published Actions
ICG US Mid-terms unlikely to have a lasting impact on the US economy, the Iran war will
Impax Asset Management Follow the water: lessons from nature reporting
Janus Henderson Investors Integrating climate & biodiversity: Unlocking value in portfolio management
S&P Global INTERVIEW: Amogy sees ammonia power closing cost gap with gas in early 2030s
UBS Asset Management Rethinking the Swiss pension system: a thought experiment
Aviva Investors Security and transition: How energy is impacting sovereign debt
Fidelity International Looking beyond China’s headline recovery
GAM Investments Income, diversification and resilience through mortgage-backed securities
MFS MFS Stewardship Report: Third Quarter 2026
Preqin A global perspective on sustainability in private markets
S&P Dow Jones Indices Introducing the S&P Kaiko Digital Asset Indices
S&P Global Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy
UBP Impact investing comes of age
WTW Beyond capacity: managing risk in Asia’s data center growth
WTW Why You Can’t “Moneyball” Catastrophe Risk
RBC Wealth Management Weathering the storm – climate risks, premiums, and what it means for investors
Robeco US midterm elections 2026: What the results mean for investors
Nordea COP31: Three themes shaping the climate agenda
Robeco Enhanced indexing for global equity investing
S&P Global How China's EV Transition Will Jolt Automakers, Dealers, And Insurers
Aegon Asset Management Short-dated credit: Attractive income without unnecessary duration risk
Allspring Global Investments Pre-COP31 Investor Outlook: Key Themes for Antalya 2026
Fidelity International Unlocking equity income opportunities in a concentrated market
Franklin Templeton Europe's Resilience Re-Rate
GMO Investing in American Resilience

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