Esg Hub

bg_postive220726esg Analysis & Opinion

Positive Change Q2 investment update

Impact director Edward Whitten gives an update on Baillie Gifford’s Positive Change Strategy covering Q2 2026, and reflects on recent performance, portfolio changes and market developments.

Baillie Gifford 22nd Jul 2026

cgp_euro220726esg Analysis & Opinion

European construction: green shoots of growth?

Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.

Capital Group 22nd Jul 2026

bg_ai100726 Analysis & Opinion

The AI paradox: from carbon cost to climate dividend?

AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.

Baillie Gifford 10th Jul 2026

bg_energy100726 Analysis & Opinion

Energy systems in transition

Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.

Baillie Gifford 10th Jul 2026

nione_energy100726 Analysis & Opinion

Why a just energy transition requires an all-systems approach

Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role inv...

Ninety One 10th Jul 2026

abrdn_resilence100726 Analysis & Opinion

Resilience: the next phase of climate strategy

Aberdeen explains why active investors should focus on climate resilience.

Aberdeen Investments 10th Jul 2026

abrdn_sustain100726 Analysis & Opinion

Sustainable investing: why holdings matter more than screens

Moving beyond exclusions to understand real portfolio drivers.

Aberdeen Investments 10th Jul 2026

abrdn_climate100726 Analysis & Opinion

Climate realism: why infrastructure investing needs a policy lens

Aberdeen presents a more realistic view of how investors can support decarbonisation.

Aberdeen Investments 10th Jul 2026

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