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Recent Posts
Impact Report 2026
Measuring impact through investments in environmental and social solutions
Waste infrastructure and the circular economy
As the global economy shifts toward a more circular model, the often-overlooked infrastructure that collects, processes and recovers waste is becoming increasingly important.
Landfill methane: cutting emissions, capturing value
Research and satellite data, alongside direct engagement, can help investors understand which operators are navigating the regulatory risks associated with fugitive methane emissions and seizing the financial opportunities from monetising captured gas
‘Don’t trust the Fed’: will Warsh be the new Burns?
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
Solutions enhancing the economics of desalination
Desalination has an increasingly strategic role in meeting rising water demand and enhancing water resilience amid more widespread droughts
‘Refi’ meets AI: impacts for MBS investors
Prepayment risk is rising in mortgage-backed securities as AI starts to make refinancing easier, but protection can be sought in certain loan groups