ESG investing has a governance problem
But without strong leadership, accountability and shareholder oversight, meaningful progress on sustainability is unlikely to last
Opinion
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The SpaceX question: Who do index providers serve?
The SpaceX IPO highlights a debate about index power, passive investing and market accountability
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Data drought: AI’s water problem
The technology sector has become a surprisingly large and growing water consumer
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The death of lazy ESG
Investors are moving beyond labels and marketing promises in favour of evidence, accountability and targeted sustainability themes
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Tapping into water as an investment mega theme
More regular severe weather events and a growing population are making water scarcity an increasingly urgent issue
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Financial inclusion: Accessibility, affordability and resilience key to improving outcomes
The UK market continues to be shaped by long-standing structural inequalities that limit fair access and opportunity
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Rethinking the role of cement in ESG investing
In the context of EMs, the belief that cement is inherently bad is harmful
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Nature as an asset class: Three questions to ask before allocating
Get it right, and the payoff works on more than one axis, writes Rebalance Earth’s Rob Gardner
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From climate to nature: The next integration challenge
True resilience depends on understanding how climate and nature interact, writes Gresham House’s Hyewon Kong
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In the age of AI, culture may become active management’s greatest differentiator
Bev Shah, co-CEO at City Hive, explains why accountability cannot be delegated to an algorithm
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The modular building blocks for our future cities
For most cities, the practical and investable path lies in incremental, modular upgrades
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A call for action: Three themes shaping climate investing
Managers from Nordea, JSS Green Planet and T. Rowe Price discuss energy, water and bonds