Head of Sustainable Alpha Research
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.
• 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 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.
Global Climate Transition Equities D EUR
- performance ytd (31-10)
- 7.35%
- Performance 3y (31-10)
- 14.21%
- morningstar (31-10)
- SFDR (31-10)
- Article 8
- Dividend Paying (31-10)
- No
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.
