The global plastics industry is facing mounting regulatory, environmental, and health pressures that are reshaping market dynamics. With approximately 418 million metric tons produced in 2023, and contributions of 3.4% of global greenhouse gas emissions, the plastics industry’s scale and impact demand attention.

Property insurance is emerging as one of the most immediate and visible barometers of climate risk. As extreme weather becomes more frequent and severe, insurers are raising premiums, tightening underwriting, and withdrawing from historically stable markets. These actions are not temporary corrections. They mark a structural shift, a fundamental repricing of physical risk that is already reshaping real estate values, mortgage access, municipal credit, and the geography of economic growth.

2025 was a turnaround year for the voluntary carbon market (VCM), entering a period of stabilization following the sharp contraction that began in 2022. While overall market value declined in 2024 amid falling issuances, pricing for transacted credits remained relatively resilient, indicating that demand is consolidating around a narrower subset of higher-quality credits, rather than leaving the market entirely.

The U.S. power system is entering a period of rapid load growth driven by electrification, economic expansion, and AI-related data center development. Simultaneously, high cost-of-living is a central regulatory and political issue that constrains rate cases, limiting new build.
In this environment, affordability has become a binding constraint, selecting which capacity resources scale and earn durable returns.

Climate is not the primary driver for investment allocation, but we learned from leading institutional asset owners that increasingly it is becoming an essential element – which is critical to support the accelerating amount of capital needed to decarbonize the real economy. Read for insight into how to create the conditions necessary for climate integration within governance, workflow, strategy, and capital deployment. This paper was developed in partnership with the Investor Leadership Network (ILN), One Planet Sovereign Wealth Fund Network (OPSWF), and the Milken Institute.

Per- and polyfluoroalkyl substances (PFAS) have been valued as a cheap and versatile compound utilized across global industries for decades, but the tide is turning. With studies linking exposure to severe health and environmental impacts, these “forever chemicals” now represent a regulatory and reputational challenge. This paper explores how investors can capture value amid this transition.

Understanding the Climate Finance Gap: 2025 Update examines how global climate markets are evolving and what investors must do to close the gap. The paper identifies six imperatives for climate investors, including expanding private debt, unlocking growth equity for scale-ready technologies, and backing emerging managers poised to drive innovation.

The European grid is at a crossroads, navigating a new era of load growth driven by electrification and AI. At the same time, unstable policies in the US has increased uncertainty at a time when many of its home-grown technology companies are looking to deploy at scale.

Nature finance has grown rapidly in recent years, but landscape-scale projects and initiatives remain severely undercapitalized.
This paper offers a strategic framework for family offices and catalytic investors to deploy capital that bridges this gap and unlocks durable, bioregional outcomes.

With help from leading figures in fusion, we have developed a perspective on commercialization of the fusion sector, including a high-level framework with capital needs, a comprehensive market map, deal flow activity, and a view on how investors should position themselves amid the geopolitical race happening now.

The agriculture sector is in crisis. Over the last few decades, the agriculture industry around the world has grappled with surges in labor and input costs, abrupt climate pattern shifts, pesticide resistance, and a growing, urbanizing population.

In a 2023 survey sponsored by the European Commission, nearly half of Italians identified climate change to be one of the most serious problems facing the world. Italy is particularly vulnerable to climate impacts.