In an increasingly deglobalized world, governments are seeking energy and commodity autonomy in the form of domestic supply chains and strategic reserves. What does this mean for the energy transition?

The surge in electricity demand exposes aging power networks as the weak link in electrification. Underinvestment, congestion, and climate stress are colliding with a rising share of renewables and power-hungry data centers. This makes grid modernization, storage, and resilience a defining, long-term investment opportunity.

After years of climate taking center stage in impact investing, the social side of the coin is starting to receive more investor attention. Find out what’s been driving the increased interest, and why the timing matters.

ESG frameworks have faced rising political pushback and growing skepticism, with some investors questioning the feasibility of climate goals under current political and economic conditions. We believe, even during turbulent times, the transition to a low-carbon economy is here to stay. Read the latest Impact Report for more insights.

With rising temperatures, many investors are drawn to companies that offer adaptation solutions. While adaptation is essential, mitigating climate change and decarbonizing the economy also remain vital. Discover where adaptation and mitigation intersect – particularly in the realm of cooling – and how they can interact to create a more sustainable world.

Has the energy transition stalled due to weakening US policy support? We don’t believe so. In our view, this negative narrative is overly exaggerated and fails to recognize the increasing use of certain mature renewable technologies due to their strategic importance, economic competitiveness, faster implementation and limited technology risks.