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Building better data centres
AI’s build-out promises many economic benefits, not least higher productivity. But these long-term gains are being overshadowed by the near-term costs of the expansion. Because data centres – the physical foundations of AI – consume vast amounts of water, electricity and land, their construction is facing fierce resistance from communities which are worried about having […]
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Stewardship outcomes: why investors should look beyond engagement numbers
Hundreds of environmental, social and governance (ESG) engagements can take place in a single year and still tell investors little about whether anything has actually changed. For years, stewardship has been measured by volume: engagements held, votes cast and reports published. These metrics have their place, but they risk missing the more important question: what has truly changed?
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Sizing AI’s environmental footprint
Viktoras Kulionis puts AI’s thirst for power into context. To some environmental commentators, AI is the real-world equivalent of Erysichthon, the mythical Greek king who was cursed with a destructive and insatiable hunger.
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Why Asia’s energy shock will hasten the clean transition
USD 100 oil is the best advertisement for EVs, says former Philippines energy secretary Vince Pérez, who believes the Iran war is speeding up Asia's energy transition.
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Climate realism: why infrastructure investing needs a policy lens
A more realistic view of how investors can support decarbonisation.
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AI: A sustainability risk and opportunity for long-term investors
Investors can help determine whether artificial intelligence becomes a net positive for societies and the environment. How they allocate capital and engage with companies and policymakers can play a vital role in the eventual impact of AI.
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National security and environmental risks: dual threat to portfolios
Risks from biodiversity loss, climate change and geopolitical conflict are converging to cause potential shocks to financial markets. Investors can no longer afford to ignore these dynamics.
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Decarbonisation and climate solutions providers to gain new prominence
The crisis that we’re experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients’ and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre.
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Why the Gulf war will spur a new wave of clean energy investment
Geopolitical shocks expose fossil fuel risks. Renewables will fill the gap, driving investment in grids and resilient power systems.
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The rise of grounded sustainability and why it's here to stay
Can grounded sustainability drive lasting value and practical change?
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Electrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem.
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Why physical climate risk demands investor attention
Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why.
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