insights.

We challenge myths about climate investing, including managing uncertainty in metrics and modelling potential US policy rollbacks.

Heat is a physical barrier to increasing AI computing power. Enter water cooling: a critical part of the supply chain poised for strong growth.

China’s leadership in clean electrification secures key positions in global supply chains – and provides opportunities for green investing.

By optimising dividend taxes, our systematic equities strategy can potentially enhance portfolio returns without increasing risk.

Favourable macro conditions and differentiated regional themes should help Asian equity markets outperform in the second half of 2025.  

As the US repeals climate policies, what are the potential consequences on the implied temperature rise (ITR) of equity portfolios?

The market has had a strong rally, but risks remain – including unresolved trade tensions. How can investors navigate this complex environment?

Are target net zero portfolios decarbonising more quickly than their equity benchmarks? Discover the results from the team’s latest study.