• Yearly outlook

2026 SI Outlook: Holding the note

Sustainable investing has been in a holding pattern amid subdued global sentiment and a flat overall trend in assets under management. But climate change is still a clear risk factor, so we see capital allocation shifting to climate transition strategies and to managing increasing weather-related risks.

Authors

    Head of Sustainable Alpha Research
    Head of Sustainability Integration

This year we are publishing two outlooks: one on sustainable investing and the other on the macroeconomic landscape. In the SI outlook, we expect a focus in 2026 on shareholder rights and an expanded defense industry value chain, including infrastructure.

Another potential area of strength is thematic investing, particularly clean energy and the low-carbon transition, while the green bond market is maturing.

Download the full outlook

This year, we’re releasing two outlooks for 2026:

  • Investment Outlook, outlining three distinct scenarios for growth.

  • Sustainable Investing Outlook, forecasting a surge in climate transition investments.

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