Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
AI growth: energy, emissions and water considerations
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Thematic Insight: Getting in shape for the food system transformation
Ultra-processed foods, chronic disease, growing awareness of the link between diet and health … no wonder the global food system is undergoing profound change.
A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
Charting a course through the changing responsible investment landscape
How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment.
Natural capital nature as an investible theme
Nature is increasingly a topic in the crosshairs for investors. There is growing awareness that the erosion of natural capital is creating material risks for investors.
Electric Vehicle transition: poised to move through the gears
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Discover 25 years of reo® leadership
Explore how reo® has shaped corporate behaviour and achieved over 5,170 milestones through engagement with 6,454 companies since 2000.
Nuclear power(ing up) – opportunities for investors
We project that a powering up of the nuclear sector will result in a $550 billion investment opportunity over the next decade.
COP29: Will it deliver on climate finance?
With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’
