Thought Leadership


Productive private markets: how affordable housing can be a key pillar of UK growth – Octopus Capital
The Mansion House Accord sets a clear ambition: enable more defined contribution pension capital to support the UK’s productive economy over the long-term.
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Stewardship in transition: lessons from 2025, priorities for 2026 – Foresight Group
Rachael Monteiro argues that the same forces that defined 2025 - greater accountability, a more pragmatic view of fiduciary duty and a shift toward system…
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Quantitative easing has begun – Morgan Stanley Investment Management
Is it enough to meaningfully lower mortgage rates?
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Positioning Statement – Impact Integration Ecosystem Theme
Our Impact Integration Theme seeks to help asset owners and others broaden their understanding of impact, thereby supporting them in using the power of…
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Impact is not confined to private markets – Triodos Investment Management
Interview with Henk Jonker, Head of Research Impact Equities and Bonds.
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Where the rubber meets return: the ESG factors that matter – AllianceBernstein
The materiality of environmental, social and governance (ESG) factors differ across sectors and markets. Investors needs to understand how.
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Positioning statement – People Value Ecosystem Theme
People are at the heart of every economy, every organisation and every long-term investment outcome. Yet, the value created or destroyed through the way…
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Impact investing must move faster – Triodos Investment Management
Column by Dick van Ommeren, Chair of the Management Board.
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Sustainable investment trends for 2026 – Foresight Group
Seb Beloe explains how 2026 is shaping up as a pivotal year for sustainable investing with geopolitical shifts and economic uncertainties continuing to…
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Sustainable investing – the long view – Morgan Stanley Investment Management
The landscape for sustainable investing has become fragmented and complex.
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