Coverage, charts, video and research on Energy Transition for universal owners.
Green bonds fund renewable energy and climate infrastructure, while sustainability-linked bonds align borrowing costs with corporate ESG performance metrics. Both serve institutional asset owners managing climate transition risk.
The Science Based Targets initiative establishes methodology for organizations to set greenhouse gas reduction targets grounded in climate physics and net-zero pathways. Institutional investors increasingly require portfolio holdings and managers to achieve SBTi validation.
Carbon pricing mechanisms impose material financial costs on carbon-intensive industries, creating valuation headwinds and stranded asset risks. Institutional investors must systematically evaluate transition risks and reposition portfolios across equity and fixed income allocations.
The Taskforce on Nature-related Financial Disclosures (TNFD) is a voluntary framework enabling organizations to identify and report financial dependencies on natural capital. Adopted by major asset owners including CalPERS and UK pension schemes, it standardizes nature risk reporting alongside tradi
The Task Force on Climate-related Financial Disclosures (TCFD) establishes a framework for organizations to disclose material climate risks and opportunities. Institutional investors rely on TCFD reporting to evaluate portfolio exposures and investee governance structures.
Paris-Aligned Investment requires asset owners to transition portfolios consistent with limiting warming to 1.5°C, integrating climate scenario analysis and emissions reduction pathways into investment decision-making and governance.
Nigeria has the geology. What it still needs is the capital architecture to turn lithium, alumina, gold, rare earths and enabling infrastructure into durable national wealth.
Hyperscalers are committing $700 billion to AI infrastructure in 2026. Every dollar demands power the grid cannot yet supply. Antoine Tigneres maps the 49-gigawatt gap and asks whether listed infrastructure at 2009 valuations is a mispricing or a liquidity discount worth holding.
The transition is a multi-trillion-dollar capital-formation problem. For universal owners it is an allocation question, not a slogan.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Complimentary — subscriptions are reviewed by our editorial desk, and you'll receive a notice once approved.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.