Energy

ESG investing didn’t start on Wall Street—it began in Switzerland with a bold 2004 report, Who Cares Wins. This post explores how Swiss diplomacy and strategic thinking sparked a global shift in finance, turning care for people, planet, and governance into a competitive edge.

Water is rapidly becoming one of the most investable themes of the next decade. As global droughts and infrastructure failures expose the fragility of water systems—from the Yangtze to the Colorado River—governments and industries are scrambling to adapt. With water demand projected to outstrip supply by 40% by 2030, and $114B needed annually just to maintain infrastructure, the investment case is clear.

The financial news has been dominated by the growth-to-value transition since the start of the year. We’ve long said there’s no purpose to having two separated camps. So rather than treating them as extremes, we can incorporate both hand-in-hand.

Solar energy has the largest share of power output and capacity growth within the renewable energy transition for most developed and developing economies. In a few countries such as Switzerland, where yours truly is located, hydropower is the largest source of renewable energy.