- Alternative Assets
- Global Macroeconomics
- Investor Interviews
- Markets
- Miscellaneous
- Portfolio Management
- Quarterly Global Valuations
- Wealth Management
ESG
Firm
Author
Type
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.
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.
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.
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.
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.