Thought Leadership


Executive orders and AI: why the future of energy is not what it used to be – M&G Investments
M&G Investments analyse the root causes of recent volatility in energy markets, and consider the future prospects – both good and bad for companies in…
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Sustainable food systems – video – First Sentier MUFG Sustainable Investment Institute
How can global food systems navigate the challenge of ever-growing demand for food, amidst unprecedented environmental and social threats to the sustainability…
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Offshore ambitions: China’s outsized role in decarbonising the world – M&G Investments
China’s burgeoning offshore wind energy sector could present a wealth of potential opportunities for investors as the country continues to transition to…
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What does Trump 2.0 mean for Paris-aligned investing? – M&G Investments
What are the implications of recent actions from US President Donald Trump for investors aiming to align with the goals of the Paris Agreement?
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A field guide: impact due diligence and management for asset allocators – BlueMark
BlueMark and CASE at Duke University released, A field guide: impact due diligence and management for asset allocators.
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Making the Mark V – BlueMark
BlueMark released its fifth edition of Making the Mark – Making the Mark V.
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The Fund ID by BlueMark: introducing a fund-level impact rating
BlueMark released its white paper 'The Fund ID by BlueMark: Introducing a fund-level impact rating'.
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TCFD reporting for DC master trusts – Barnett Waddingham
How can you improve your reporting? Clare Keeffe reviews the Task Force on Climate-related Financial Disclosure reports of 16 defined contribution (DC)…
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2024 year-end insights: narrow peaks and broad horizons – ARK Invest Europe
In 2024, markets shifted from mega-cap dominance to a broader rally, fuelled by breakthroughs in AI, sustainability and electrification.
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COP29: will it deliver on climate finance? – Columbia Threadneedle Investments
With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver…
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