Out now: Spark! Infrastructure: the LNG bubble
The third issue of Spark! zooms in on the role of infrastructure investment, covering both risks of stranded assets in LNG as well as emerging opportunities in transition assets
Investment Manager
India’s green gambit: mapping the country’s transition investment opportunity
A recent IPO boom in the country, has renewable energy companies in the mix. While mitigation is reflected in fast-growing listed assets, adaptation is lurking in the country’s private markets
From footnote to headline: ISSB pushes for methane disclosures
The ISSB’s proposed amendments to sector-specific standards include a push for additional methane disclosures from oil and gas companies. Moving methane beyond its ‘CO2-equivalent’ tag, could shape investment opportunities for abatement
Breaking the bottleneck: will investors cash in on the transition materials super-cycle?
Supply chains for transition materials are becoming increasingly concentrated. With demand set to rise and governments pushing for diversification, is there scope for institutional investors to back the trend?
European and American asset managers diverge on climate lobbying, new research shows
Globally, most managers are either ‘inactive or inconsistent’ on climate lobbying, despite asset owner interest in the topic rising, according to new research among the 39 largest managers
Making NDCs investable: What sovereign bond investors want from COP30
As the COP30 summit in Belem draws to a close, sovereign debt investors are assessing whether lofty climate promises can translate into investable insights.
Net Zero Investor’s Real Estate Summit 2025
The Real Estate Summit, hosted by Net Zero Investor and moderated by Andrew Teacher, co-founder of Lauder + Teacher, brought together senior real estate investors to discuss how capital strategies, data and regulation are shaping the future of the built environment
Nest fund manager’s mandate at risk over responsible investment policy concerns
The pension scheme’s investment committee has recommended exploring alternative options following the review of an existing pooled fund manager
Agnostic capital: how carbon offset funds navigate a divided market
Stafford Capital Partners head of sustainability Marta Jankovic shares her take on institutional appetite for nature-based credits
Longview Networks and Schroders launch inaugural DC investment survey
The survey comes amidst significant regulatory changes reshaping the defined contribution investment agenda for 2026
Net Zero sometime: NZAM scraps 2050 target
Nearly a year after its suspension, the Net Zero Asset Managers Initiative has unveiled a new commitment statement, dropping references to the 2050 target and collaborative stewardship efforts
Skin in the game: will Morgan Stanley IM’s carry linkage blueprint find more takers?
The 1GT private equity fund links 50% of carried interest to climate outcomes
‘Largest capital reallocation in history’: NBIM renews commitments to renewable infrastructure
The Norwegian investment manager has outlined its climate ambitions for the next five years, doubling down on commitments to invest in the transition
Eight new asset owners sign statement outlining asset manager climate expectations
Signatories to the Asset Owner Statement on Climate Stewardship now collectively represent over $2tn in savings, revealing a growing appetite for managers who hold onto climate commitments
“Like infrastructure in its early days”: AXA IM Alts’ Alexandre Martin-Min on carbon credits and nature-based solutions
AXA IM Alts’ head of natural capital says carbon credits are a game changer for asset owners