New funds are taking shape on three continents, mandates are evolving in response to shifting national priorities, and multi-country co-operation vehicles built by and for our community are moving from paper to practice.

EU leaders are clashing over carbon pricing ahead of a critical review of the EU’s flagship climate policy, the Emissions Trading System (ETS). Giles Gibbons, always worth reading.

The danger lies not in ambition, but in ambiguity.

At a time defined by market volatility, geopolitical uncertainty, and structural change across industries, leadership forums need to shift beyond theoretical discussion toward practitioner-led dialogue rooted in real-world decision-making experience. Meet the Advisory Board for RAOtheAmericas26

A report released by Ontario Teachers Pension Plan says that U.K. investors are optimistic entering 2026. Explore their investor sentiment report to learn more.

An open door. Underallocated Alpha: What the Gender Investment Gap Means for Institutional Portfolios

Biodiversity is shifting from being viewed primarily as an environmental concern to becoming a core dimension of portfolio risk management, with implications that extend across asset classes, geographies, and investment horizons.

Photo: Hartono Creative Studio

AI reshapes the very heart of service cultures, but does not render humans obsolete. Instead, it invites a future where machines amplify what humans are uniquely good at — connecting, empathising, and innovating.

Its implications are profound: it could speed up productivity, reshape hiring, and normalise AI literacy. But its success will depend on whether employers embed training into work, whether SMEs can adopt responsibly, and whether the benefits are distributed broadly rather than concentrated among those already advantaged.

Image: Cash Macanaya

The net-zero transition in early 2026 is defined by both momentum and complexity. Policy and Government Action: Progress, Pushback, and Delays.

2025 was widely framed as a difficult year for sustainable investing. Regulatory backpedalling, political pushback and shifting targets dominated the narrative. Publicly, many asset managers went quiet.

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For family offices and long-term capital providers willing to underwrite that distinction, GP stakes represent one of the most strategically interesting — and intellectually demanding — opportunities in private markets today.

What unites GP stakes and portfolio finance is their role in supporting the plumbing of private markets at a time when scale, regulation, and capital discipline matter more than ever.

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Responsible investing is no longer judged solely by policies or intentions, but by how decisions are made, documented, and defended.

Jamie Dimon, CEO of JPMorgan Chase — photo by Steve Jurvetson / Wikimedia Commons (CC BY 2.0)

Time to Re-think fixed income and “ESG defensiveness”?

Christmas Greetings for 2025 and very best wishes for the year ahead from all at RAO Global, including our little animated matchstick man! Enjoy!

If the Americas region can lock in its recent gains — especially forest protection and clean energy investment — while reversing the quiet erosion of environmental safeguards, it has a real chance to move from fragile progress to durable transformation.

Effective immediately, 50% of the gain made by owners of businesses when they sell shares to a newly established EOT will be subject to CGT, a significant change from the previous arrangements where the entire gain was tax free.

The difference between leaders and laggards will increasingly lie not in whether they adopt AI but how and for what they adopt it.

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