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Institutional Investors
Does AI raise or lower neutral rates?
Does AI raise or lower neutral rates?
Macro Signposts highlights takeaways from the data analysis conducted by Pimco's team of economists and...
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Institutional Investors
Why a just energy transition requires an all-systems approach
Why a just energy transition requires an all-systems approach
Credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities....
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Institutional Investors
Code, carbon, kilowatts: AI's hidden toll and the race to green the grid
Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid
Data-centre investment reached $580bn (USD) in 2025, putting AI on track to become one of the world's...
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Professional Investors
European construction: Green shoots of growth?
Building blocks: What's next for cement and steel?
Prospects for European cement and steel industries are mostly brighter on expectations of higher infrastructure-,...
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Institutional Investors
Why companies can overlook climate resilience no longer
Why companies can no longer overlook climate resilience
Four themes are driving greater corporate focus on climate-related risks and expanding the opportunity...
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Professional Investors
AI runs on electricity. Fixed income finances it.
Green bonds could power the AI build-out
AI is driving a sharp rise in electricity demand, turning power infrastructure into one of the biggest...
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Professional Investors
European energy security: Vulnerabilities and opportunities
European energy security: Vulnerabilities and opportunities
Trade wars. Real wars. Energy security. All three are back at the top of the agenda. What does this mean...
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Professional Investors
Artificial Intelligence – the environment's ally
Artificial Intelligence – the environment’s ally
AI’s prowess is being used to address the major issues that have hindered our planet for decades.
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Professional Investors
Energy systems in transition
Energy systems in transition
Energy systems face unprecedented disruption from geopolitical shocks and rising electricity demand
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Professional Investors
Sustainable fixed income in a disrupted, energy-hungry world
Sustainable fixed income in a disrupted, energy-hungry world
Green bonds are becoming central to how modern economies are built and powered.
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Professional Investors
Renewable energy is catching a second wind
Renewable energy is catching a second wind
Renewable energy deployment is accelerating at a record pace as countries prioritise both decarbonisation...
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Professional Investors
What should investors consider before investing in defence ETFs?
What should investors consider before allocating to defence ETFs?
The surge in defence investing demands more scrutiny.
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