Insights

From ambitious climate pledges to inflationary and supply chain pressures, here are the key themes that we believe will shape global markets over the coming year.

With the UN COP26 climate summit now behind us, it’s time to assess what has changed and, crucially, what should happen next. 

In this short film (6 mins) shown at COP26, Chris Dodwell articulates the actions that we believe governments, companies and finance should take to accelerate progress towards global net zero.

Environmental degradation has brought us close to irreversible tipping points for nature.

The private sector holds the key to decarbonising the economy over the next quarter century.

Water is a human necessity, but it is also a systemic and unpriced global challenge with significant economic and societal risks.

Big things were expected on the climate agenda at the National People’s Congress. So how did environmental objectives fare, and do we now have more clarity on China’s route to net zero?

All eyes are now on Beijing’s next Five-Year Plan, which will be unveiled in March. Environmental objectives are expected to feature prominently; so, what policy buttons will China press to achieve its 2060 net-zero target?

As politicians unveil new environmental policies and business leaders seek recognition for their latest low-carbon commitments, others are wrestling with what “green” actually means.

President Biden’s appointees and cabinet nominees have deep experience, but will that be enough to deliver his administration’s audacious climate plan?

Here we examine our selection of the themes that will guide the transition to a more sustainable economy in 2021.

The five key scores that matter when investing in times such as these