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Climate power plays: Energy, geopolitics and the repricing of risk
Climate power plays: Energy, geopolitics and the repricing of risk
Global policy shifts are rewiring energy supply and control — and repricing risks and opportunities....
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Professional Investors
The water constraint
The water constraint
Water is often treated as a public good. In many industries it is regarded as a free input with most...
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Professional Investors
Too hot to grow: The economic costs of extreme heat
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events...
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Professional Investors
Renewable energy could define winners and losers in emerging markets
Renewable energy could define winners and losers in emerging markets
The energy transition is powering EM, but not all countries and companies will benefit equally.
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Water risk, resilience, and investment opportunities
Water risk, resilience, and investment opportunities
From ageing infrastructure to climate volatility, water challenges are becoming more financially relevant....
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Professional Investors
From Fukushima to Hormuz: Energy systems at a turning point
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
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From dependency to resilience: Energy security and Europe's green transition
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities.
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Professional Investors
Resilience in the age of renewables: lessons from the Iberian blackout
What really caused the blackout?
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Professional Investors
Divergent climate policies to drive a chaotic transition
Divergent climate policies to drive a chaotic transition
Different EU and US policy paths point to a bumpier transition.
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Professional Investors
The electrification era begins
The electrification era begins
As electrification transforms industries, new sources of durable growth are emerging.
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Professional Investors
AI's power problem has a green solution
AI's power problem has a green solution
How can green bonds support AI development and growth?
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Professional Investors
Turning water pressure into potential
Turning water pressure into potential
How are industries tackling water scarcity?
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