Knowledge and Insight

From navigating climate overshoot to accelerating corporate sustainability action and assessing the evolving risks of AI, this update explores how governments, businesses and investors are responding to increasingly complex environmental and technological challenges.

Despite renewed inflationary pressures, rising energy prices and geopolitical uncertainty, global equity markets remained resilient throughout Q3. Strong economic data, earnings growth and continued investment in AI supported returns, while government bonds came under pressure as investors reassessed the outlook for interest rates. Our latest commentary explores the key themes shaping markets during the quarter, alongside two significant sustainability developments.

Poor air quality is no longer just a public health concern. For long-term investors, it is becoming a material issue linked to productivity, regulation and portfolio resilience.

Artificial intelligence, plastic pollution, and climate-driven food insecurity highlight the importance of looking beyond headlines to understand the systems shaping long-term sustainability outcomes. This update explores AI's environmental impact, stalled progress towards a global plastics treaty, and the growing threat extreme weather poses to food security worldwide.

A year after visiting Mips' Stockholm headquarters, we reflect on how the helmet safety specialist is navigating a challenging consumer market while expanding into new safety applications. From cycling and construction to smart protective equipment, Mips aims to play an important role in this increasingly dynamic market.

From grid constraints and renewable energy growth to the challenge of tackling PFAS pollution, this month's sustainability update examines several of the environmental issues attracting attention from policymakers, businesses and investors.

Global markets delivered a strong rebound in Q2 2026, driven by the ongoing AI investment cycle, resilient economic conditions and improving sentiment across major regions. Against this backdrop, investors continued to balance opportunities created by technological innovation with the risks posed by geopolitical uncertainty and environmental change.

Exploring the intersection of sustainable finance, climate action, technology governance and environmental protection, recent developments in corporate disclosure, net zero transition planning, AI regulation and deforestation highlight the evolving challenges and opportunities shaping long-term sustainability outcomes.

Greenbank recently organised a visit to the Grange wind farm in the Fens of East Anglia, investment analyst Will Findlay-Wilson reflects on observations from the site and sets out some of the key considerations in onshore wind generation.

Many companies remain unprepared for the EU Deforestation Regulation, according to a recent report, despite repeated delays giving businesses additional time to adapt. The findings highlight persistent challenges around compliance, resourcing and supply chain transparency ahead of the regulation’s phased implementation.

Congratulations to Greenbank on its success at the 2026 Citywealth Magic Circle Awards, where it was named Impact/Sustainability Investment Management Company of the Year, with Jonny Moon also awarded a Future Icon Award.

Exploring the intersection of climate risk, environmental protection and social resilience, new evidence points to mounting threats to the Gulf Stream, gaps in marine conservation, emerging pay gap reporting requirements, and continued declines in global freedoms, underscoring why these trends matter for long‑term outcomes.