Sustainability

Sustainable and transition content for responsible investors

South Korea’s Rising Governance Tide: How to Ride the Value-Up Wave
  • 18 hours ago

Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...

How to play the AI mega-theme in fixed income
  • 18 hours ago

Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.

ISA Briefing: Muddled green
  • 18 hours ago

An examination of why most portfolio-level energy and carbon metrics are misleading.

From Transition to Physical Risk: Rethinking Portfolio Manag...
  • 06 Mar 2026

Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.

Reforms and reflation: unlocking Japanese equity upside
  • 06 Mar 2026

Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.

Stay the course: Five inconvenient climate truths boards must address
  • 06 Mar 2026

Boards must not pause climate action — strong climate governance drives long‑term strategy and advantage.

The week in markets
  • 06 Mar 2026

While energy prices and government bond yields rose this week, the impact on equities was different across regions, and credit stress was contained. The situation so far is one of uncertainty rathe...

ISA Quick Take: Real estate implications of conflict in the Middle East
  • 06 Mar 2026

The economic impact of the current situation will depend on how long energy flows are disrupted and whether export infrastructure is damaged.

The data gap real estate funds can no longer ignore
  • 06 Mar 2026

See how integrated lifecycle oversight connects property performance directly to investor reporting and credit monitoring.