Thought Leadership


Using investor influence to combat climate change – LCP
LCP can see climate change is a huge issue. It’s not something we can solve alone, or address with simple divestment action. That’s why they have developed…
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Investment Uncut: the impact of the US election on investors with Paul Gibney – podcast – LCP
Elections can represent big shifts in political power that alter a nation's direction and economic policies, which influences investor sentiment and market…
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Powering the AI revolution: a superscale clean-tech opportunity? – Ninety One
Artificial intelligence (AI) is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain…
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Hardware-to-software evolutions in technology cycles – ARK Invest Europe
Throughout history, technological revolutions have often been sparked by breakthroughs in hardware, which lay the foundations for transformative software…
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Equilibrium – 10 essential indicators for institutional investors – Nuveen
Institutional investors globally, whether or not they have net-zero commitments, are eager to align with and prepare for the energy transition.
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Pulled - Strategic credit for your path to DB buyout – abrdn
Constructing an insurer-friendly defined benefit credit portfolio.
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Not all carbon offsets are created equal – WHEB
As the world grapples with climate change, reducing greenhouse gas emissions is at the forefront of global conversations. Carbon offsets have emerged as…
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Rethinking through the noise – video – Lombard Odier Investment Managers
In a world of conflicting views, where does real opportunity lie?
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Can AI unlock human productivity?– ARK Invest Europe
AI-driven models like Aurora and Chai-1 are transforming climate science and pharmaceuticals by enhancing accuracy and reducing operational costs.
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Thematic investing: more than just a good story – AllianceBernstein
How can equity investors build portfolios that capture the potential of exciting thematic stories?
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