CCAI 2026 : asset owners revamp net zero in transition pivot
Asset owners are moving from portfolio decarbonisation to real-world impact, as key findings from NZI's inaugural Climate Capital Allocation Index show.
Research
This time is different: El Niño 2026 more likely to raise sovereign bond yields
Inflationary pressures and debt burdens could result in widening credit spreads, new research shows
Investors face ‘inflection point’ on physical risk, MSCI says
New research shows 900 companies with high exposure and low preparedness
Asset owner interest in sustainable investing inches back to 2022 levels
Asset owner demand for sustainability is on track to experience a comeback, according to a new survey, but investment flows are still to follow
Nigel Topping on affordable energy, Clean Power 2030 and why rebranding net zero is ‘silly’
While the energy transition is facing political backlash, transitioning the UK economy to net zero is likely to be significantly cheaper than a single fossil fuel price shock argues Nigel Topping, chair of the UK’s Climate Change Committee.
What will it take to make Britain’s transmission investible?
Investor appetite for transmission infrastructure depends on access, delivery and policy stability
‘Summer of truth’: Europe plans to tackle climate insurance gap with new alliance
Europe is set to launch a new alliance to tackle the insurance gap for climate-related losses, EC president Von der Leyen announced today
Sustainable funds outperforming peers, new data shows
Analysis from Morgan Stanley’s Institute for Sustainable Investing shows performance bolstered by equity returns
Brace for impact: climate scenario models grapple with 1.5°C overshoot
The UNEP’s confirmation makes a disorderly transition more likely, experts warn
Is China finally kicking the coal habit?
New research from Ember suggests China’s energy transition is more structural than ever before
‘No trade-off’: ESG income funds delivered both ESG and income
Morningstar research shows ESG strategies did not carry a yield discount relative to conventional peers
China embraces transition debt in push for green steel
CBI analysis shows nearly $7bn in transition debt issued in China’s largest steelmaking province
High conviction bets are reshaping the climate funds market
New MSCI analysis shows net outflow from listed multi-asset funds with thematic convictions driving broad market performance
Climate risk mispricing under spotlight at London Climate Action Week
Conversations over physical risk have raised concerns over insurance gaps, sovereign spreads and financial materiality
Australian investors increasingly see performance test as climate investing barrier
IGCC investor survey shows 49% cite YFYS as an investment barrier, up from 27% two years ago