As climate change starts to bite and ESG rules tighten in many markets, investors face a substantial risk that their physical assets may get left behind.

More attention is being paid to the carbon emitted during an asset’s construction. But reporting issues are still holding back these efforts

In the US, there is optimism that hydrogen could help the country shift towards net zero. However, market uncertainty still threatens the sector’s continued growth.

Political developments in the US could undermine investment, but the long-term trajectory remains positive.

Although digital assets can sometimes seem very different to traditional ones, existing methods for finding fair value remain largely relevant.

Investment in broadband connectivity remains inadequate to deliver the many economic and social benefits that internet access can deliver. Public and private sector alignment could change that.

Demonised by some and viewed as the only reliable route to decarbonisation by others, nuclear power could be bolstered by small modular reactors.

Hope is growing that the technology could play a more prominent role in the energy transition.

By retrofitting district heating networks with green energy sources, decarbonisation can be greatly accelerated.

The energy transition represents a sizable opportunity for private investors, but support is needed across markets if global goals are to be achieved.