Sustainable and transition content for responsible investors
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Key Takeaways Private equity portfolios built around large buyouts and co-investments may need rebalancing in an environment that increasingly rewards smaller companies with greater potential to g...
A holistic approach may help navigate the diverse, dynamic world of fixed-income opportunities. Insurance investors face a broader opportunity set than ever across public and private credit—from c...
Explore high-level principles of goal-setting governance, the role of key stakeholders and common strategies for ensuring long-term pay and performance alignment.
Wealth Planning often involves some of the most important decisions a family will make. Questions around succession, governance, relocation, philanthropy, and the transfer of wealth can have implic...
Despite their clear financial logic under the right conditions, repurchases raise material governance challenges, particularly in executive compensation.
“Is ESG dead?” we asked at our recent Responsible Investors (RI) roundtable in May this year. Short answer: no. But the conversation has matured – and climate physical risk is coming of age in...
AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...
Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.
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