Beyond generation: the next frontier for European renewable infrastructure investing
From grids and storage to mid-market opportunities, the opportunity set is evolving alongside growing investor interest
Investment Manager
Out now: Spark! DC focus: a new dawn for climate investing?
The fourth issue of Spark puts DC investors centre stage, covering key topics from Mansion House reforms and renewable infrastructure to tech-heavy portfolios and bond strategies
SFDR 2.0: 40% of Article 9 funds at risk of breaching proposed exclusion rules
Exclusion criteria for sustainable funds will put asset manager claims under pressure, new research shows
Sustained oil price surge ‘unlikely’, investors say as European oil shares rally
European oil shares surged after US and Israeli attacks on Iran heightened geopolitical tensions, though analysts warned that the rally in energy stocks and oil prices may be short-lived
SFDR 2.0: Europe’s fund labelling reform has transition blind spots that need fixing
With the EU planning to overhaul its fund labelling regime, stakeholders warn that it will need to tread carefully between incentivising ambition and addressing greenwashing
Doubling down: NZAM relaunch backed by 250 managers but largest US firms decline to join
The Net Zero Asset Managers initiative has formally confirmed its relaunch, with British, European and Australasian managers now dominating the network
Fidelity, Schroders, JP Morgan sustainable funds win SEK200bn Swedish active equity mandates
The Swedish Fund Selection Agency (FTN) has announced the winners of a SEK200bn procurement of global actively managed equity funds
Top US managers ‘dampen’ market support for shareholder resolutions
Support for shareholder resolutions among the largest US asset managers continued to decline in 2025, weakening overall levels of shareholder engagement, new research shows
Stafford targets 25% transition allocation in flagship infrastructure fund
The $1.1bn infrastructure secondaries strategy is Stafford’s largest infrastructure vehicle so far
Climate resolutions at Shell and BP AGMs shift focus from Paris alignment to shareholder value
Investors filing climate resolutions at Shell and BP are reframing the debate, demanding a financial case for oil and gas expansion rather than Paris alignment
BlackRock loses €5bn Dutch equity mandate over climate misalignment
US manager BlackRock has lost its second major Dutch equity mandate, amid a sustained push by asset owners to hold managers to account on climate change
Asset owners urged to embed fossil fuel phaseouts into mandates as managers increase exposure
Asset owners have been urged to make fossil fuel phaseouts a core requirement in manager selection as asset managers continue to increase their exposure to the fossil fuel industry
Green bond market: from niche instruments to core bonds
Johann Plé, senior portfolio manager and Rui Li, portfolio manager fixed income at AXA Investment Managers, examine how green bonds have evolved from a niche asset to a key source of portfolio diversification
What we’ve learnt from our just adaptation engagements
Carlota Garcia-Manas, Head of Climate Transition and ESG Engagement and Charles Stott, Responsible Investment Analyst at Royal London Asset Management explore how climate adaptation can be designed to deliver fair outcomes for people and the planet - sharing insights from a year of engagement across sectors