Insights

Scarcity in an Age of Disruption: Five Sustainability Themes for Investors to Embrace

We live in an age of extraordinary technological abundance, and yet the global economy is increasingly running short of some the most fundamental components to function and thrive: reliable power, stable supply chains, skilled workers, clean water, and a predictable environment. These scarcities are exacerbated in an era of elevated disruptions, and lead to five interconnected and underappreciated investment themes for investors to embrace. These are not solely sustainability themes. They are structural, multi-year, material opportunities accelerated by geopolitical, technological, and climate disruption.

June 2026

Underinvestment in the Electric Grid Has Created Opportunity Across Transmission, Distribution, and Grid-Enabling Technologies

The wires are the opportunity, both literally and metaphorically. A lot of mindshare and capital have gone to solar power and electric vehicles, but what has been underappreciated is the grid infrastructure that connects them—and where a meaningful investment opportunity may lie. As we wrote in our 2026 Outlook, investors should prioritize cross-asset exposure to […]

June 2026

Circular Economy Models Can Improve Supply Chain Resilience

The circular economy is becoming an increasingly mission-critical business strategy in a more volatile world. Tariffs, shipping choke points, persistent inflation, and AI-led growth are exposing the weakness of linear supply chains. Regenerating value through reuse and recycling in circular models offers particular appeal: greater supply security, more stable input costs, and lower exposure to […]

June 2026

Workforce Development in the Age of AI Is a Large, Undercapitalized Investment Opportunity

In the age of AI, the limelight typically shines on the corporate winners—chip makers, foundational model developers, and large companies adopting the technology. However, there is also an important investment story in the uneven labor market disruption AI is causing. While white-collar professions face some of the most acute displacement risks, a parallel and equally […]

June 2026

The Importance of Water Reliability Is Growing, as Is the Investment Opportunity

In many geographies, the availability of water is shifting from a ubiquitous input to a strategic economic resource, and markets may be underpricing the speed of that transition. While certain regions have learned to operate with scarce water resources, most developed economies have benefited from cheap and abundant water that is treated as an afterthought […]

June 2026

Physical Climate Risk Is Creating Opportunities in Adaptation and Resilience

Adaptation and resilience are becoming increasingly economic imperatives. The near-term warming trajectory is already largely set, and the consequences are arriving through higher insurance costs, supply chain disruption, agricultural volatility, and repeated infrastructure damage. Trade conflicts are forcing companies to reconfigure supply chains around security and regional resilience rather than pure efficiency. Companies that have […]

June 2026

Starmer’s Resignation as UK PM Sees Focus Shift to Burnham’s Fiscal Stance

Keir Starmer’s resignation formalises a political transition that had already been widely anticipated after Labour’s poor local election results and months of pressure on his leadership. In that sense, today’s announcement is primarily confirmation of a succession process investors had already begun to price in, hence the relatively muted market response. Indeed, at the margin, […]

June 2026

Sustainable Investing in Focus: The Role of Infrastructure

In the fifth episode of Sustainable Investing in Focus, Josh Featherby, Managing Director, and Anne Kuleshova, Senior Investment Director, discuss how infrastructure and real assets can play multiple roles in portfolios, from stable income generation to diversification, growth, and impact. Their discussion spans both the need to upgrade existing infrastructure including roads, rail and airports and the investment opportunity in […]

May 2026