News and insights

As we enter the next phase of global decarbonisation, institutional investors are rethinking their strategies.

It’s now or never for Europe. We are at a point where Europe must reinvent its identity in a new world in which we are on our own. We need to decide whether to take responsibility for our future or let others decide for us. It is absolutely crucial whether Germany uses its significant fiscal space to rearm and improve infrastructure. If this happens, I am quite optimistic about the return opportunities for Europe in the coming years.

Recent geopolitical events and policy uncertainty have thrown into question the continued relevance of decarbonisation across the economy.

While climate change and biodiversity loss are urgent global challenges, the transition to a low-carbon economy involves more than just overhauling our energy systems. In today’s take-make-waste economy, most companies struggle to grow without expanding their environmental and material footprints. As the automotive industry accelerates towards sustainability, leading manufacturers have to go beyond the strategic shift to EVs and have to stand out as pioneers in circular manufacturing. But the question remains: Can they close the loop quickly enough?

As monetary easing continues in Europe, conservative investors need to seek out new ways to safely grow their capital. High quality bonds could be the answer they are looking for.

As International Women’s Day highlights female economic empowerment and encourages companies to prioritize diversity in recruitment, we explore how investors can benefit from focusing on female representation.

The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.

The targeted and strategic deployment of capital can play a role in equipping, empowering, and augmenting the sustainable producers of the future.