Global impact equities report 2022: Solutions to sustainability challenges

We examine where we currently stand in the artificial intelligence (AI) cycle, how much further the AI boom may run, and why current market weakness could present long-term opportunities.

How do you make renewable power available when the sun isn’t shining or the wind isn’t blowing? Storage may be an important puzzle piece of the answer.

Find out how interesting and demanding the wide-ranging responsibilities of an equity portfolio manager are.

Learn more about emerging markets and their structural transformation, which makes equities in these markets a more mature and interesting asset class.

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.