A new supercycle

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

Achieving net zero: The path to a carbon-neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

ESG Outlook 2022: The future of ESG investing

Investors are looking for sustainable investment strategies that include ESG factors. Explore five reasons why the future of ESG investing is long lasting.

EU Taxonomy Regulation Explained

Explore our guide to the EU's new Taxonomy Regulation and find out what the enhanced levels of ESG-related disclosures will mean for investors.

Social factors are a key differentiator for companies fighting the Great Resignation

In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.

ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

How do geopolitics highlight the need for more sustainable innovation?

Although climate change is a key consideration in sustainable investing, sustainable investing is more broadly about finding companies that are durable in the long run and identifying risks that traditional company analysis may not capture.

Social factors are a key differentiator for companies fighting the Great Resignation

In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.

The implications of carbon pricing initiatives for investors

Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets.

Global LTCMA client survey

Global LTCMA client survey: Key takeaways on the role of alternatives, bonds, and ESG

COP26: Not a failure, not a success

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

The ESG issues at the heart of supply chain disruption

Many investors see today’s supply chain disruption as a consequence of the Covid-19 pandemic and high inflation. However, supply chain issues have been evident for much longer.

ESG Outlook 2022: Asset class views

When assessing financial performance and investment risk, sustainability has become a key factor. Explore our expert opinions on ESG investing trends.

Five years of sustainable returns

In a world where sustainability increasingly matters to companies and investors alike, our Europe Sustainable Equity Fund can help you to do well while doing good.

ESG Outlook 2022: The future of ESG investing

Investors are looking for sustainable investment strategies that include ESG factors. Explore five reasons why the future of ESG investing is long lasting.

Real Assets Outlook

Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.

ESG: It's time for the S to shine

Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.

Sovereigns and ESG: Taking a stance in a complicated world

Explore our Sovereign ESG whitepaper to discover principles and a shared framework that can help investors assess the ESG characteristics of sovereigns.

Green and pleasant land: Decarbonising American electricity

Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.

Renewable energy: Standing on its own two feet

Government subsidies helped make wind and solar the cheap sources of energy they are today – cheap enough to now compete without the prop that subsidies provide.

ESG investing in China: Overcoming the ESG data challenge

Explore our insights on China's ESG reporting. Discover its limitations and improving trends to strengthen your investment decision process.

Achieving net zero: The path to a carbon neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

Sustainable Fashion: Why it matters, and how to identify the winners

Sustainability can be a competitive advantage for fashion retailers. Learn how to identify truly ethical leaders in the investment landscape.

Green bonds: Finding sustainability, finding value

Demand is growing for investments that have the potential both to do well and do good – not only in equity markets, but across the board, Sustainable fixed income is no exception.

Europe dominates offshore wind power

Europe’s world-leading offshore wind industry looks set to benefit from the focus on climate change and sustainability in post-pandemic recovery plans.

Sustainable income from sustainable sources

ESG challenges differ across asset classes and require innovative solutions to deliver a diversified stream of income from sustainable sources.

ESG360: Buildings reimagined - Sara Bellenda and Marie-Claire Bolton

Today, buildings are the largest contributor to global warming. Across commercial and non-commercial buildings, the real estate sector accounts for 38% of all greenhouse gas emissions.

ESG360: Buildings Reimagined: why carbon neutral property is the future of real estate

Today, buildings are the largest contributor to global warming. Across commercial and non-commercial buildings, the real estate sector accounts for 38% of all greenhouse gas emissions.

Getting ahead of COP26 and what it means for investors

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

Selecting stocks for an environmentally sustainable future

Selecting stocks for an environmentally sustainable future.

Climate change investment risks: What investors need to focus on now

Explore these three key climate change investment risks that investors need to focus on now if they want to support long-term climate change solutions

How can I invest for climate change?

Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change

Real Assets Outlook

Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.

Green bonds: Finding sustainability, finding value

Demand is growing for investments that have the potential both to do well and do good – not only in equity markets, but across the board, Sustainable fixed income is no exception.

Achieving net zero: The path to a carbon neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

The implications of carbon pricing initiatives for investors

Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets.

Renewable energy: Standing on its own two feet

Government subsidies helped make wind and solar the cheap sources of energy they are today – cheap enough to now compete without the prop that subsidies provide.

Green and pleasant land: Decarbonising American electricity

Joe Biden’s target of zero carbon emissions presents opportunities for European utilities.

ESG360: Buildings reimagined - Sara Bellenda and Marie-Claire Bolton

Today, buildings are the largest contributor to global warming. Across commercial and non-commercial buildings, the real estate sector accounts for 38% of all greenhouse gas emissions.

Getting ahead of COP26 and what it means for investors

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

Kapnick on Climate: The global carbon market

Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging-to both help halt climate change, and for investors, to potentially achieve long-term returns.

COP26: Not a failure, not a success

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

Social factors are a key differentiator for companies fighting the Great Resignation

In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.

ESG: It's time for the S to shine

Social factors – the S in ESG – have taken a back seat to the E and the G. We believe that’s about to change.

ESG social factors: Accessing the "S" in ESG

When compared to environmental and governance factors, social factors are often overlooked. Explore the importance of ESG social factors while investing.

EU Taxonomy Regulation Explained

Explore our guide to the EU's new Taxonomy Regulation and find out what the enhanced levels of ESG-related disclosures will mean for investors.

ESG explained: 7 essentials you need to know

ESG is the use of environmental, social, and governance factors to inform investment decisions.

Explaining the European Unions Sustainable Finance Disclosure Regulation (EU SFDR)

Explaining the Sustainable Finance Disclosure Regulation (SFDR). Helping investors understand the SFDR and why it is important.

Understanding an ESG fund report