Summer 2026 Sustainable Investment Update
While artificial intelligence continues to drive the market narrative, we see increasing attention on environmental, social, and governance considerations related to the technology infrastructure build-out, with a particular focus on large US technology companies. Additionally, the events of the summer highlight how...
Spring 2026 Sustainable Investment Update
The last several months have seen increased volatility in commodity markets driven by conflict in the Middle East. For countries and companies, this once again creates tension between energy security and energy transition goals as we discuss within. We also review trends...
Winter 2026 Sustainable Investment Update
The regulatory policy environment remains dynamic to start the year. In this edition of the Sustainable Investment Update, we detail key changes to greenhouse gas emissions regulations in the US, which may increase or decrease risk across different economic sectors. Additionally, we...
November 2025 Sustainable Investment Update
The annual United Nations climate change conference, COP30, was held in Brazil last month. The proceedings highlighted a shift in the global approach to climate action calling for a greater focus on adaptation, perhaps at the cost of pursuing emissions reduction. We...
October 2025 Sustainable Investment Update
Among the most topical economic debates of recent years is the balance of trade-offs between policy that promotes economic growth and that which suppresses inflation. While the economic implications of high inflation are constantly in focus, we feel the sustainability implications across...
September 2025 Sustainable Investment Update
NYC Climate Week occurs annually in September after the United Nations General Assembly, capitalizing on the convention of world leaders to advance discussions on climate action. Leading up to this year’s event, sentiment was sour amid US policy changes that have been...
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