Thought Leadership


Will Trump halt energy transition progress? – ARK Invest Europe
The potential re-election of Donald Trump in 2024 raises questions about the future of the US clean energy transition but several factors suggest continued…
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US politics sends shockwaves through the renewable energy sector – WHEB
The recent attempted assassination of Donald Trump had immediate ramifications for the renewable energy sector. Following the incident, Trump's poll numbers…
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Climate transition bonds: seven sustainable investing takeaways – abrdn
abrdn share their thoughts after four years of climate investing.
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Climate change benchmarks: the passive pretenders – Storebrand Asset Management
There is no universally accepted metric for assessing company or portfolio climate risk, making climate index-creation subjective and opaque. There is…
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Is AI software the next big investment opportunity? – ARK Invest Europe
Have you considered where the next wave of AI investment will surge? If we look at the trends, it seems clear that the future is pivoting from AI infrastructure…
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Investing in the key players in Asia’s energy transition: emission impossible? – abrdn
In the latest episode of the Emerging Market Equities Podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.
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Morgan Stanley’s Sustainable Finance Summit Digest 2024
The summit featured some of investment management’s leading thinkers.
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A burgeoning force in the global economic order – M&G Investments
Asia’s future looks promising. Find out why dynamic economic growth and improving corporate behaviour could be a favourable backdrop for Asian equities.
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Beyond the green bond: a sustainable future for IG credit? – Candriam
A sustainable plan for investing in European investment grade credit.
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Paris-aligned investing: active or passive? – M&G Investments
M&G believe an active approach is essential for investors aiming to make real contributions towards achieving the goals of the Paris Agreement.
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