ESGFeb 10, 2026
The Sustainable Infrastructure Investment Thesis
Why institutional investors are increasing allocations to green infrastructure and what it means for portfolio construction.
Michael Roberts
6 min
Expert analysis, research, and commentary on global markets and investment trends
Our analysis reveals compelling investment opportunities across emerging markets as global capital flows shift in response to policy changes.
Why institutional investors are increasing allocations to green infrastructure and what it means for portfolio construction.
Navigating bond markets with tactical duration management and credit selection in the current rate cycle.
How artificial intelligence is reshaping industries and creating new investment opportunities across the technology sector.
Examining supply-demand dynamics, green transition metals, and strategic positioning in commodity markets.