Inzichten

The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.

The targeted and strategic deployment of capital can play a role in equipping, empowering, and augmenting the sustainable producers of the future.

Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale

With the rate reduction cycle starting to unfold, global listed real estate has recently morphed already into a winner

Investors have an interest in trusting companies committed to diversity and inclusion.

Covered Bonds have a storied history spanning over 200 years, with not a single default recorded in that time.

There have been numerous stories regarding investor exodus from ESG strategies, but often these do not tell the full story.

Covered bonds are in an excellent position to offer attractive returns in the months ahead, whether the landing is a soft one or not.

What do Artificial Intelligence (AI), heat pumps and electric vehicles (EV) have in common? They are among the great hopes for a successful transition to a more sustainable future, and they need electricity – a lot of electricity.

Biodiversity loss is a systemic risk and one of the biggest global challenges of our time. Nature is being eroded at rates unprecedented in human history and we are facing the irreversible loss of plant and animal species, habitats, and vital crops.

Did you know that by 2030—just seven years from now—we will need twice the natural resources Earth can regenerate in order to maintain our current lifestyle ? Humans are consuming our planet’s resources so quickly it can’t keep up. And this is creating major risks and opportunities for investors.

To date, the ‘E’ has dominated focus within the ‘ESG’ landscape, with environmental concerns like climate change high on the list of investor priorities, while the ‘S’ has lagged.