Sustainability

Sustainable and transition content for responsible investors

Multi-Asset Strategy Quarterly – October 2026
  • 17 hours ago

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs our investment outlook for the coming quarter. This includes concise summaries of our asset cl...

Energy Transition in US Elections; Shifting Private Markets Environment; and AI Anxiety or Opportunity
  • 17 hours ago

Tuesday, November 3, 2026 — Read today's Daily Update about how the US elections are shaping energy transition policies, the evolving landscape of private markets amid global uncertainty, and wheth...

Carbon removals coming of age: BECCS and the future of carbon markets
  • 17 hours ago

Bioenergy with carbon capture and storage has long been one of the most promising and contested technologies in the rapidly expanding world of carbon removal. It is now starting to move from theory...

Should Markets Fear U.S. Midterm Election Results?
  • 02 Nov 2026

Ron Insana joins Allspring’s 2027 Outlook to reflect on how 2026 midterm elections could shape the policy, regulatory, and market environment in the coming year.

Taking some chips off the table – Counterpoint November 2026
  • 02 Nov 2026

The medium-term outlook remains positive, but near-term risks have increased, leading us to take profits in emerging markets and add US Treasuries for greater portfolio resilience.

Indonesia signals further nickel ore quota cuts as global surplus weighs on prices
  • 02 Nov 2026

Indonesia is signaling a further reduction in its 2027 nickel ore production quota under the government's annual work plan and budget, or RKAB, as global oversupply weighs on prices, Coordinating M...

Beyond Emissions – Capital Expenditure (CapEx) as a Climate Metric
  • 02 Nov 2026

As the urgency to combat climate change intensifies, traditional metrics such as greenhouse gas (GHG) emissions and carbon footprint continue to dominate discussions. While these indicators are cri...

November Views from First Eagle Global Value Team
  • 02 Nov 2026

Deputy Head and Portfolio Manager of the Global Value team Christian Heck explains why he believes US growth stocks are particularly vulnerable in a higher inflation and higher interest rate enviro...

Flash Insights: Strong Growth, Emerging Cracks
  • 02 Nov 2026

The big story last week? The Federal Reserve paused despite stronger growth and persistent inflation. It was a hawkish pause, with a December hike still the base case, according to Franklin Templet...