Welcome to Rathbone Greenbank Investments

Q1 2026 saw global markets unsettled by geopolitical conflict, surging energy prices and renewed inflation risks, fragmenting performance across regions and sectors while sharpening focus on energy security and the transition to renewables.

Climate tipping points challenge assumptions of gradual, predictable change. Drawing on emerging Earth system science, this research explores how both negative and positive tipping points reshape risks and opportunities for long‑term investors, with implications for portfolio resilience, capital allocation and stewardship.

Analysis shows that the UK’s net zero transition is economically viable, with falling renewable energy costs, improved efficiency and reduced exposure to fossil fuel price shocks strengthening the case for a fully electrified energy system.

A landmark IPBES report warns that global economic activity is eroding the natural systems it depends on, yet fewer than 1% of companies disclose their biodiversity impacts. With businesses both driving and able to reverse nature loss, the report calls for urgent improvements in how nature‑related risks are measured and managed across all sectors.