All Thematic Investing articles
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White papersIndia’s great transformation continues
India’s economy and financial markets continue to evolve. Government incentives and strategic investment are expanding domestic manufacturing, while rising incomes are shifting spending “from essentials to extras” and “from basic to premium”. Meanwhile, easier access for foreign investors and growing domestic participation are supporting the development of India’s financial markets.
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White papersKey Takeaways from Climate Week 2026
Climate Week NYC convenes leaders across business and government who are shaping capital, policy and markets. This year’s event, presented in coordination with the UN General Assembly, saw a range of experts addressing the shift from ambition to implementation…
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White papersChips and Frack: How the AI Boom Rhymes with the US Shale Cycle
Few investors would naturally put artificial intelligence data centers and US shale oil in the same frame. One is built on advanced semiconductors and software; the other on rock, steel and drilling rigs. But the economic pattern is familiar. A breakthrough changes what is possible, demand outruns supply, attractive profit pools emerge and capital floods in. Then capacity expands, costs fall and competition tests which businesses have durable advantages.
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White papersClimate investing in a constrained world
How structural bottlenecks are expanding the opportunity beyond cleantech to modernize systems running the physical economy.
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White papersEurope: Forging its own way
The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe’s continued dependency on fossil fuel imports from the region, while the pace of its drive to expand renewable energy use has slackened.
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White papersTechnology outlook: Balancing rapid growth with long-term valuations
Technological innovations are disrupting virtually every part of the global economy – from consumption, financial transactions, manufacturing, energy and more.
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PodcastInvesting in environmental solutions: Navigating a new era of resource scarcity
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. From the surge in energy demand driven by data centres to the urgent need for water security and food resilience, the environmental asset class is evolving rapidly.
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White papersMacro brief: AI in Europe Part 2 – Comparing capex and strategy
While estimates of AI spending across regions are hard to find, every available measure shows the scale of investment in Europe is an order of magnitude smaller than in the US and China.
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White papersFinal frontier: Six reasons to explore the space economy
Investor enthusiasm for space skyrocketed this spring when SpaceX launched its initial public offering (IPO) just weeks after NASA sent four astronauts to the far side of the moon.
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BlogA warming planet hits our economy harder than a blocked strait
Tensions around the Strait of Hormuz dominate headlines, particularly the economic impact. European Commission (EC) analysis forecasts oil and gas prices will still be 20% higher by the end of 2027.
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Asset Manager NewsHidden Hill Capital Invests in CorePilot with Strategic Support from HKIC
Shanghai and Singapore, 25 August 2026 – GLP’s Hidden Hill Capital (“Hidden Hill”) in its capacity as general partner (GP) and fund manager of its growth investment focused limited partnership fund (LPF) with the Hong Kong Investment Corporation (HKIC), has completed an investment in CorePilot (启芯领航), a leading China-based Electronic Design Automation (EDA) company headquartered in Shanghai.
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White papersCan systems-level investing solve social issues?
Systems-level investing is rapidly becoming one of the most discussed ideas in sustainable finance. It promises to connect the resilience of entire economic systems to the performance of investment portfolios. At first glance, this feels like a natural evolution: if investors are universal owners, then the health of the system ultimately determines their long-term returns. But is this truly a new dawn or simply old wine in new bottles?
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White papersAgentic AI and alpha: Where the AI edge really lies
As access to powerful AI models becomes increasingly commoditized, the differentiator for asset managers is shifting from the model itself to the investment workflow built around it. Models can be licensed; workflows must be designed, refined and governed. This marks an important evolution in how artificial intelligence contributes to investment research and portfolio construction.
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White papersCapital Market Line: From Inflation Shock to Productivity Shock
Markets have navigated a series of inflationary shocks over the past few years, including Covid, tariffs, and geopolitical tensions, including most recently the closure of the Strait of Hormuz. While disagreements linger between the U.S. and Iran, neither has shown the appetite for full-fledged war.
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White papersPowering a more sustainable future: How renewables can advance the UN SDGs
We are pleased to share with you our Powering a more sustainable future: How renewables can advance the UN SDGs report. The report focuses on IFM’s infrastructure investments in the renewables and renewable natural gas (RNG) sectors and the role these companies play in contributing to certain United Nations Sustainable Development Goals (SDGs).
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PodcastThe impact of AI on the media and advertising industries
Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. It is also reducing the need for human intervention and discernment. Developments are apparent in the hyper-personalisation of content, raising new issues for regulators.
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VideoCase video: Child-Lens Investing in practice
Child-Lens Investing recognises children as key stakeholders in financial decision-making and strives for positive investment outcomes for children. But what does this mean in practice?
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Research ReportESG Annual Report 2026
Welcome to our eighth annual Environmental, Social and Governance (ESG) Report, covering the 12-month period to March 2026.
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White papersMacro brief: AI in Europe – implications for productivity
With US hyperscalers driving the AI boom, Europe has so far been broadly absent from the excitement surrounding this technology. But the lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively it is deployed.
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White papersEurope’s Electrification Action Plan is a Call to Private Capital
The European Commission’s new Electrification Action Plan is more than another climate policy. It is a long-term investment roadmap that gives private capital greater confidence to finance Europe’s next generation of clean energy and electrification enabling infrastructure.
