
At FundForum, Lloyd McAllister, Head of Sustainable Investment, discusses how sustainability is evolving in response to shifting geopolitical, regulatory and economic priorities. From energy security to defence and Europe’s competitiveness agenda, the sustainable investment landscape is becoming increasingly nuanced. He also highlights the growing role of corporate governance, particularly in markets such as Japan and South Korea, where reforms aim to attract capital, reduce valuation discounts and improve corporate efficiency. In this context, governance is emerging not only as a sustainability issue, but also as a lever of international competitiveness.