Markets Recon

Beyond electrification: Why infrastructure, industrial ecosystems and geography could shape the next phase of the energy transition

21 hours ago

By Carmignac In Thematic / Megatrends, Private Markets, Commodities, Sustainability

Enhancing the climate-aware framework

10 Sep 2026

Integrating engagement sentiment and green opportunities

By UBS Asset Management In Thematic / Megatrends, Sustainability

Impact Report 2026

10 Sep 2026

By Impax Asset Management In Sustainability

SI Debate: How to go from biodiversity science to financial products?

10 Sep 2026

Biodiversity investing: USD 7.3tn harms nature yearly. Learn why science outpaces products and what drives scalable solutions.

By Robeco In Sustainability

Power up your future: Making electrification resilient, financeable and insurable

10 Sep 2026

The global shift to electrification is more than an energy transition; it is a value chain transformation requiring smarter decisions.

By WTW In Commodities, Thematic / Megatrends, Sustainability, Equities

Policy and promises

10 Sep 2026

The ECB is almost certain to repeat its earlier policy rate error and unnecessarily raise interest rates. There is unlikely to be any inflation or economic growth impact, but a further rate increas...

By UBS Asset Management In Macro, Fixed Income, Equities, Sustainability, Thematic / Megatrends

Fixed income pricing is moving intraday. Is your data strategy keeping pace?

10 Sep 2026

Explore portfolio decarbonisation trends, carbon metrics and climate risk insights to better track portfolio emissions and net zero progress.

By LSEG In Fixed Income, Portfolio Construction, Thematic / Megatrends, Sustainability

ESG Report 2026 – LGT Capital Partners sees a shift towards more pragmatic ESG integration

10 Sep 2026

LGT Capital Partners today published its ESG Report 2026, which examines how ESG practices are evolving across private and public markets and how the broader market environment is influencing ESG i...

By LGT Capital Partners In Sustainability, Industry, Thematic / Megatrends

Beyond the storm: What a super El Niño reveals about climate resilience

10 Sep 2026

How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.

By Janus Henderson Investors In Thematic / Megatrends, Sustainability, Industry, Private Markets, Commodities