ESG

ESG
March 2026

The Big Book of Sustainable Investing

Robeco

Research

139 Pages

The 2026 update of the SI Big Book reflects a market environment that has shifted dramatically since the last edition.

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Energy
March 2026

The Illusion of the Carbon Premium

Robeco

Research

36 Pages

Using only carbon emissions data available to investors at the time of portfolio formation, the authors find no positive relation between firms' absolute carbon emissions and stock returns.

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Annual Report
January 2026

Decarbonization: Parameters, Dollars and Sense, Electrons Photons Molecules

Nat Bullard

Research

200 Pages

Nat Bullard’s annual presentation covers all that matters in our energy, industry, technology, and transport systems, and equally about how those systems engage with each other, and interact in our atmosphere.

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Industry Reports
January 2025

Decarbonization: 2021, The Complex, Reagents

Nat Bullard

Research

200 Pages

Nathaniel Bullard's 2025 decarbonization presentation offers a comprehensive analysis of global climate and energy trends, emphasizing the interplay between technology, capital markets, and policy.

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Alternative Assets
January 2023

Decarbonization: The long view, trends and transience, net zero

Nat Bullard

Nathaniel Bullard

Research

141 Pages

Nat Bullard maps the 2023 state of decarbonization through technology, capital, and policy lenses, focusing on what drives durable change.

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