Sustainability

Infrastructure investors are increasingly targeting batteries, heat pumps and data centres as volatile power markets, electrification and rising digital demand reshape the infrastructure landscape.

After deciding to commit to the accord, the harder question is where to allocate capital, says Steven King.

As Brunel Pension Partnership prepares to disband, private markets portfolio manager Jaime Alvarez-Dominguez reflects on the challenges it faced, what it achieved and lessons for the next phase of LGPS consolidation.

The rise of dual-use technologies is blurring the line between commercial and defence markets, creating new growth pathways for UK SMEs and a broader opportunity set for investors, say Andy Bloxam and Matt Smith of Foresight.

A survey from Morgan Stanley shows investor interest in sustainable investment is being shaped by the attributes of private markets and long-term performance metrics

While many of the UK’s LGPS funds have pledged to divest from fossil fuels, they continue to fund oil and gas through their private market holdings, an investigation has revealed

Institutional investors are reassessing defence, security and resilience as geopolitical risk reshapes markets, ESG frameworks and private market opportunities.

Asset owners need to appreciate that their return targets and responsible investment aims all depend on the nation maintaining sufficient resilience and defensive capabilities.

As political pressure on pension capital rises, pension scheme trustees are being forced to resolve the tension between sustainability aims and maximising returns.

Investors see natural capital assets such as timberland evolving from a values-driven allocation into a tool for diversification, climate resilience and new revenue streams.

EBRD CFO explains how additionality, on-the-ground presence and structured risk-sharing have allowed it to crowd in private capital to create wide-ranging impacts

As governments accelerate spending and security priorities shift, private capital is moving deeper into the defence ecosystem. For institutional investors, the change is testing assumptions about risk, responsibility and their role in delivering security and resilience.