In the ever-changing landscape of sustainable investing, Head of Responsible Investment and Real Assets, Dugald Higgins, joins a conversation with Kate Turner, Global Head of Responsible Investment at First Sentier Group, where they discuss:  

  • what’s on the horizon for investors in 2026
  • how each sector is reacting to headwinds and tailwinds behind the sustainability thematic
  • the impact of US anti-ESG legalisation on portfolio positioning 
  • the complex considerations involved in investing in the defence sector as a responsible investor, and
  • how nature and biodiversity is intensifying as an investment thesis despite the rapid growth of AI.

21 minute watch