Increasingly, investors want to see real-world outcomes resulting from asset managers’ sustainability-related efforts. These could range from engagement and stewardship to ensuring corporate transition plans are credible. Simultaneously, demographic shifts and innovations such as AI are emerging as social investment themes…

Which trends could define the sector this year?

Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI…

Stablecoins are digital tokens, pegged to a fiat currency. What could possibly go wrong?

Listed real estate continues to trade at a discount to the broader equity market, while dividend yields have been steady at attractive levels. Does the sector offer sufficient investor appeal over the coming years?