FOR PROFESSIONAL CLIENTS ONLY. The world is undergoing a remarkable transformation right now, greatly accelerated by the energy transition, coupled with an urgent need for energy security. In our view, these diverse drivers of change can be summarised into the “3Ds” of infrastructure, fundamental themes related to decarbonisation, digitalisation and decentralisation, that we see as crucial over the decades ahead.

The Financial Conduct Authority (FCA), the UK’s financial regulator, has proposed an investment labelling regime as part of a plan to promote sustainable investing and to crack down on greenwashing.

JO Hambro Capital Management (JOHCM) is moving to strengthen its position in the German investment market with the launch of a Munich office.