Powering AI: investing in the grid revolution
Baillie Gifford uncovers two companies tackling key grid bottlenecks that support both data centres and society.
Baillie Gifford 19th Mar 2026
The rise of grounded sustainability and why it's here to stay
Aberdeen explores whether grounded sustainability can drive lasting value and practical change.
Aberdeen Investments 17th Feb 2026
Positive Conversations – with Baillie Gifford
Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.
Baillie Gifford 17th Feb 2026
China: investing in the world’s first electro-state
Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.
Ninety One 3rd Feb 2026
Climate Scenarios summary: part 3
Baillie Gifford’s new scenario explores the current trend of energy addition, not transition, where clean power scales rapidly atop a persistent fossil base.
Baillie Gifford 3rd Feb 2026
Investing in a power supercycle
Fidelity Climate Solutions portfolio manager Alexander Laing discusses how investors can tap into a multi-year structural runway for renewables and the equipment that enables them, and outlines opp...
Fidelity International 3rd Feb 2026
Investing in an evolving energy transition
Emerging markets have become the new growth engine of the transition, says Ninety One, with Chinese exports of clean technologies allowing countries to electrify and industrialise more cleanly and...
Ninety One 20th Jan 2026
Defence and ESG: navigating a strategic shift in a fragmented world
Geopolitical tensions and evolving security priorities have pushed defence up the investment agenda. Against this backdrop, Fidelity believes that understanding how defence fits within sustainable...
Fidelity International 20th Jan 2026
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