Our views

Find out how our active approach to stewardship was borne out in Q1 2026.

Find out how our active approach to stewardship was borne out in 2025.

Rita Wyshelesky, Senior ESG analyst, highlights our research approach, our proprietary Responsible AI due diligence framework and engagement priorities.

At our 2026 Annual Meeting, we review 2025 performance and present our macroeconomic outlook as well as our asset allocation convictions for 2026.

Modern economic and market development rests on four enabling pillars: institutional integrity, long stewardship time horizons, evidence-based decision-making and competition.

We reflect on the key ESG trends in 2025.

Rotation into value widened the gap with growth. We see this as overdone, with Growth and Quality near 2022 lows.

After attending the COP 30 in Belem, Imane Kabbaj comes back on what the COP delivered. She focuses on fossil fuels phase out, adaptation, Nationally determined contributions, Methane and Global Trade.

Raphaël Gallardo sets out our economic perspectives for 2026 and Kevin Thozet describes our investment strategy in this environment.