Coverage, charts, video and research on Stewardship for universal owners.
Energy transition infrastructure spans the generation, grids, storage and electrified demand of a lower-carbon energy system. Global investment passed two trillion dollars a year in the mid-2020s. Here is what it covers and why it suits long-horizon owners, with dated figures.
Our research hub on climate, nature and the energy transition as financial risks for long-horizon investors: systemic and physical risk, transition risk, net-zero portfolios, nature and natural capital, and how owners respond.
For an investor that owns the whole economy, climate change is not an asset to trade around but a system-level risk that cannot be diversified away. Here is why universal owners treat it as financial, and what they can actually do about it.
If you own the whole market, you cannot sell your way out of a bad system. Can universal owners actually shape what they own?
When you own a slice of the entire economy, beating the market is the wrong objective. The thesis that defines this audience.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Free.