insights.

AI, clean energy and digitalisation are reshaping the global economy, pushing the sustainability transition beyond politics and into scale.

The change to a clearly defined categorisation approach for SFDR 2.0 is a welcome shift, though we have some reservations regarding details.

LOIM reaffirms adherence to Japan’s Stewardship Code, in recognition of the principles’ vital role in protecting long-term asset value. 

Is Europe leading the net-zero race? With a legally binding target, strong industrial base and clear policy, we believe it’s a highly investable, long-term allocation.

Asset owners at our recent Transition Investment Summit made their case for why sustainable investing remains imperative, despite near-term challenges.

What drove our stewardship progress in the past year, and how are we building on this in 2025? Our latest annual report shares our strategy, activities and outcomes.

Our third annual Transition Investment Summit focused on why sustainability remains vital for active portfolios, irrespective of near-term headwinds.
 

We profile two companies from emissions-intensive industries, drawing on analytical and engagement experience to discern which is more likely to fulfil its decarbonisation target.