Recent Posts

‘Keep hope alive’: real versus alternative facts in finance
Julie Gorte reflects on the false narratives and politicization surrounding sustainable investment approaches, and the financial costs of overlooking environmental and social risks

Impact Report 2025
Measuring impact from environmental and social investment opportunities

Five reasons why swaps should be the benchmark for US credit spreads – not Treasuries
The interest rate swap curve is an alternative reference point for pricing corporate bonds at a time when US government debt’s historic ‘risk-free’ rate status looks shaky

Plugging the gaps in EV charging infrastructure
Sustained adoption of electric vehicles in Europe supports selective opportunities for private markets investors in charging assets.

It’s the economy, stupid: capturing the potential of climate-related investment opportunities
Consensus on climate action might have frayed, but progress in the real economy highlights the opportunity set for rational investors focused on climate-related risks and opportunities

Climate transition plans: a blueprint for corporate resilience
Company climate disclosures need to be forward-looking, flexible and focus on adaptation and resilience to be decision-useful for investors