MSCI | Setting Expectations Amid a Bumpy Energy Transition
The global energy transition is progressing unevenly across sectors and regions, shaped by differences in technology readiness, financial capacity and policy strength. Using the MSCI Energy Transition Framework, this paper examines how these factors may influence corporate decarbonization over the next five to seven years.
ISS STOXX | A Look at AI-Related Shareholder Proposals at U.S. Companies, 2022-2025
The long-projected systemic and business transformations that can be brought about by Artificial Intelligence (AI) technologies have started. Accordingly, many companies and their boards of directors have faced scrutiny in recent years over effective governance mechanisms and due diligence of the opportunities as well as the material risks—financial, regulatory, legal, and reputational—posed by AI. Potential AI and associated hyperscale data center issues are far-reaching and span governance, environmental, and social aspects. The range of issues from an investor perspective are looked at in this article through the lens of recent U.S. shareholder proposals directly related to AI and at companies providing AI tools and facilities.
ISS STOXX | Global Outlook Report 2026
NEW YORK (December 15, 2025) — ISS STOXX, a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities and risks, today released its annual global outlook report, Actionable Insights: Top Sustainability Themes in 2026. The new report draws on comprehensive ISS Sustainability Solutions data, with insights from ISS STOXX’s research analysts, climate-risk specialists, and regulatory experts to help investors identify the key sustainability trends in 2026.
ISS STOXX | The State of Regenerative Agriculture in 2025
Society depends on the global agricultural system for its wellbeing and socioeconomic development. However, the agricultural system is currently at risk. The agriculture sector’s instability is being driven largely by natural and human capital resource strain and climate-change-induced extreme weather events.
Senco | Zoom-In: Power Grid Market
Electricity grids are a industrial backbone of the energy transition and energy security, relying on specialised, often mid-sized suppliers and their products across the value
chain. From generation to transmission and distribution, grid performance depends on mission-critical components such as transformers, switchgear, insulators, cable
joints and protection systems, typically produced by specialised SMEs with deep engineering know-how.
responsAbility | Where to Invest When There Is Nowhere to Hide
Global capital markets are navigating one of the most unpredictable environments in decades. Nearly 40% of the S&P 500’s market capitalization is concentrated in just ten companies. The AI revolution could result in a sharp market correction or in broader economic disruption, both with significant effects on the global economy. Traditional safe havens are losing their reliability and even developed-market sovereign debt is exhibiting unusual volatility.
LGT Capital Partners | Net zero alignment of multi-asset portfolios
This paper was written by our
colleague Peter Sigg, who passed
away unexpectedly in November 2025.
Peter was a long-standing member
of LGT Capital Partners and a driving
force behind our climate initiatives.
His commitment to sustainability and
climate protection continue to inspire
our work. We honor his contribution and
dedicate this publication to his memory
LGT Capital Partners | Keynote Interview Jonathan Smith
What measures do direct lenders need to take to make a real diff erence
to their portfolio companies? Jonathan Smith from LGT Capital
Partners, head of the ı rm’s ESG and impact investing eff orts in its
private debt unit, outlines the priorities
LGT Capital Partners | Investment Outlook 2026
Human progress has always
been about breaking through
boundaries and pushing the limits of
possibility. For instance, the speed
and implications of technological
innovations spark nearly limitless
imagination, at present. However,
the disruption that we are currently
witnessing is not confined to
technology. Politics has also broken
with established principles, and
government actions are taking on
new forms − challenging existing
norms.
LGT Capital Partners | ESG Report 2025
Our Environmental, Social and Governance (ESG) Report 2025 is structured around
four key chapters that reflect both recent developments in the ESG landscape and
our ongoing journey as a responsible investor. Each chapter addresses priority ESG
topics and illustrates our approach using selected examples of managers, portfolio
companies and firm-level initiatives. Throughout the report, these examples
highlight measurable progress in climate action and impact investing across private
and public market strategies, as well as our own Corporate Social Responsibility
(CSR) initiatives.