ESG

Why the environmental transition is fuelling the next boom in energy, industry and resources

The structural shift towards European autonomy is already underway in the technology sector. Having relied on American and Asian capabilities for too long, Europe is now committed to reducing its technological dependence by strengthening its domestic capacities in strategic areas.

The environmental transition has entered a new phase. What was once seen as a gradual, policy-led shift is unfolding as a faster, economically driven transformation. Technology, cost dynamics and rising physical risks are converging, turning environmental change into a central force redefining growth, capital allocation and corporate strategy.

Impact investments have kept rising over the past decades, reaching $1.6 trillion USD according to the Global Impact Investing Network (GIIN) – that is $ 1.6 trillion USD in assets allocated toward solutions supporting the Sustainable Development Goals.

Market, regulatory, and geopolitical trends are influencing the way investors are engaging with investee companies. In 2025, shareholders sponsored fewer resolutions, while large institutions withdrew from some large collaborative initiatives, causing them to be restructured or cancelled.

If brand value is image, reputation, and a track record of quality, the higher the price of the product, the more important that image is for pricing and profit. And the more susceptible to negative news which might affect that image.

Why are we engaging with companies on their supply chains? Their supply chains have unique and high-risk elements. These come into focus was we look at our larger engagement campaign on supply chains generally.

Precision oncology is entering a new era—one defined by earlier detection, personalised treatment, and the growing potential for long-term remission or cure.

Candriam has once again been awarded five stars across all modules in the 2025 UN Principles for Responsible Investment (PRI) Assessment, confirming its leadership and long-standing commitment to responsible investing.

The loss of biodiversity has financial and investment implications. While not-for-profits and investors such as ourselves are straining to actually quantify our risks, the qualitative indicators are mounting.

While, according to the World Economic Forum, half of the global GDP is dependent on nature, biodiversity is experiencing an extinction that challenges the resilience of our economies. Deterioration of air, water and soil quality, decline in ecosystem services such as pollination: the physical impacts of this loss of biodiversity are already putting our economies under pressure.

Launched in autumn 2024, the Think Tank "2030, Investir Demain" was created at the initiative of L'Info Durable (ID) and L'Agefi media, with the ambition of uniting financial players around the major challenges of sustainable finance.

On Tuesday, September 30, the pharmaceutical industry issued its first formal response to President Trump’s recent letter on drug pricing, announcing a deal between Pfizer and the US administration.

As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.

We promised you transparency. For a comprehensive discussion of our efforts and results, see our [annual] Net Zero Progress Report 2024. We frequently say that it is not just the carbon target, but the path to that target which affects the damage along the way. In this spirit, we share with you along the way our milestones for the four pillars of our Net Zero strategy.

If some elements of our annual 2024 Annual Engagement and Voting Review sound familiar, that’s no coincidence. To maximize our impact, we focus on long-term core topics. Engagement and voting are central to our investment process, extending beyond the important responsibility of the investments we already hold.

Is the Artificial Intelligence (AI) revolution unstoppable? With lightning speed, AI is reshaping industries, unlocking economic value, driving positive environmental impact, helping address social challenges – and additionally, offering compelling investment opportunities.

Learn how the private debt market is using ESG as a strategic lever to control risk and create value.

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?

According to the Institute for Economics & Peace, there are 56 active conflicts in the world, the greatest number since the end of World War II. Increasingly complex geopolitics and ReArm Europe are keeping investors on our toes, analytically.

Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.

Donald Trump’s re-election as president of the United States has sparked concerns about his potential impact on key sustainability topics, notably climate action.

China dominates the entire value chain for electric transport motors. The European Union has imposed provisional tariffs to protect its regional auto industry from ‘dumping’, or unfair pricing, of subsidized electric vehicle imports from China. Yet the EU is actively attempting to accelerate the uptake of EVs to meet its 2035 emissions targets.

Two years after the adoption of the Kunming-Montreal Agreement, the progress on global biodiversity goals remains mixed. Despite commitments, a limited number of countries (44 out of 196) have submitted their National Biodiversity Strategies and Action Plans. The parties have agreed to submit their plans as soon as possible, with a global review scheduled for COP17 and COP19.