Sustainability

Sustainable and transition content for responsible investors

Systematic Merger Arbitrage: Why a Rules-Based Approach Matters
  • 18 hours ago

Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...

AI and Alpha: Why Technology Alone Won’t Be Enough
  • 18 hours ago

AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...

Beyond winners and losers: How to position a sustainable portfolio for the AI era
  • 18 hours ago

Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive posi...

US Stocks: Margin Math Tests the Earnings Story
  • 24 Jul 2026

The S&P 500 is heading for a bumper earnings year, but what’s been driving the growth?  US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding pro...

Addressing AI, quantum, human agency and catastrophic risk
  • 24 Jul 2026

Successful organizations focus on governance, resilience and human agency to understand how those technologies affect critical decisions, business models, talent requirements and risks.

ESG engagement themes: Climate, deforestation and governance
  • 24 Jul 2026

Q2 Active Ownership Report: Climate, deforestation and governance insights shaping investor engagement, resilience and shareholder rights.

Could small-team science be dying out?
  • 23 Jul 2026

The proportion of one- and two-author papers in the Nature Index is shrinking rapidly, as science done by big teams continues to surge.

Security, supply and the energy transition
  • 23 Jul 2026

Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opp...

Capital Preservation Matters: Why stable value is critical in retirement plan menus
  • 23 Jul 2026

In a higher-rate, inflation-uncertain environment, stable value funds can serve as a critical retirement plan capital preservation option by combining principal stability with the potential for inf...