Market insight

• The AI Energy Nexus: Demand Growth in a Shifting Global Landscape

  AI-driven data center growth is reshaping US electricity demand, creating challenges for grid infrastructure while driving investment opportunities across the evolving, increasingly resilient energy landscape.

  

• Using data to close the climate action gap

  Alicia White, director of climate and nature solutions at Morningstar Sustainalytics, explains how the ability for investors to quantify the gap between climate ambition and real-world progress is becoming increasingly important.

  

• Resilience, risk and recalibration: a year in review for sustainable investing

  Despite evolving political views, regulatory recalibration and market volatility, sustainable investing has shown resilience rather than retreat over the past year, with growth shifting geographically and adaptation emerging as a critical new frontier for investors, according to Jaakko Kooroshy, global head sustainable investment research at LSEG.

  

• Catalysing private capital for climate impact

  The Green Climate Fund's chief investment officer (CIO), Henry Gonzalez, speaks to Environmental Finance about how the Fund is mobilising private capital at scale, the role of partnerships in accelerating climate progress, and the importance of convening power at its GCF Private Investment for Climate (GPIC) Conference.

  

• Moody's Ratings: 'Transition credibility and water risk now key credit differentiators'

  Rahul Ghosh of Moody's Ratings, highlights how policy predictability, robust transition and resilience planning, and water-management strategies are increasingly shaping credit quality.

  

• AI's transformation of natural capital data

  Vineet Gupta, chief product and technology officer at GIST Impact, tells Environmental Finance how the data analytics firm is applying AI and geospatial intelligence to make nature and biodiversity factors measurable, actionable, and decision-ready for corporates and investors.

  

• How geospatial analytics is reshaping investment risk

  Sust Global's founder Josh Gilbert - now ISS STOXX's head of geospatial strategy after the acquisition of Sust Global by ISS STOXX - is leading the work to deliver advanced investors tools for assessing and managing asset-level climate and nature risks.

  

• Five drivers of natural capital as an asset class

  In the face of climate change, biodiversity loss, and mounting environmental degradation, the global financial system will need to undergo a paradigm shift, writes David Brand.

  

• Mapping the evolution of sustainable loans and transition finance across Asia

  Thomas Leonard, DNV's head of sustainable finance in Asia Pacific (APAC), shares an in-depth view of how Asia's sustainable loans market is evolving amid the challenge of reconciling economic development needs with environmental imperatives in some of the world's most carbon- intensive sectors.

  

• A call to action for innovation in sustainable loans

  The sustainable loans market has entered an era of maturity and is ready for the next wave of innovation, according to Marco DeBenedictis, head of sustainable finance at Barclays Corporate Banking