Insights

In our 2025 Climate Report, we explain how we integrate climate-related risks and opportunities into our investment strategies, engagement activities and throughout our business

In our eighth annual report, we showcase how we leveraged our breadth of stewardship and advocacy tools for positive outcomes in 2024.

Fiscal challenges mean the era of low US government bond yields and unchecked soaring healthcare spending has ended, meaning investors should reappraise assumptions about two ‘safe haven’ assets

The compelling economics of technologies that include rooftop solar and battery storage support opportunities for selective private market investments in affordable, clean and forward-looking solutions for energy consumers

The US residential solar market faces serious challenges amid elevated interest rates, rising loan delinquencies and the removal of tax incentives. Credit investors must be highly selective in this context.

Looking beyond the label can enable investors to pursue the diversification and transparency that impact bonds can offer, even as corporate America abandons them

The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes

Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors

Changes to Delaware law, new guidance from the SEC and legislation aimed at excluding sustainability-related factors from investment decision-making are combining to diminish US shareholder rights.

Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending

The US technology sector may be synonymous with ‘Big Tech’, but we see underappreciated growth opportunities among smaller companies plugged into the digitalisation trend

Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications

Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification

Far-sighted policies are needed to address barriers to infrastructure investment and to unlock the capital to transform the region’s power system

While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.

Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource

We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies

Illuminating opportunities where societal trends and corporate culture align

Demographic trends and limited new supply shape supportive dynamics for leaders in the US senior housing market