When the sun is shining and the wind is blowing, electricity is both green and cheap. But this isn’t always the case. As a result, the emissions intensity of electricity can vary quite considerably through time and location (you can see the live tracking for the UK here)

Giles Gibbons

The relentless pursuit of diversification across strategies, geographies, and asset classes has significantly amplified operational complexity within private markets firms. While beneficial for risk management and return potential, this diversification directly contributes to increased operational intensity:

DE&I has emerged as a distinct and financially material risk for allocators. While often viewed through an ethical or moral lens, the financial community increasingly recognises the tangible benefits of DEI and the significant risks associated with its absence.

Always thought provoking, Giles Gibbons Friday 5 will shake, rattle and roll your grey cells (those words will probably make more sense once you read the article). Proposals calling for transparency, ethical guardrails, and board-level accountability are gaining traction, even as broader ESG enthusiasm slows.

Geopolitical Risk: The New Horizon for Finance Jamie Dimon's public statements and the CfG's mandate clearly articulate that geopolitical risk now stands as an equally, if not more, potent force in shaping financial outcomes.

Image by Alex Shuper

The enduring legacy of tariffs is a tangible increase in the cost of living, underscoring that in a highly interconnected global economy, the price of protectionism is ultimately paid by the consumer.

Photo: Markus Winkler

While challenges persist, the innovation, collaboration, and leadership demonstrated by investors are creating a powerful momentum towards a more sustainable and equitable world.

Giles Gibbons writes about the intersection between Loo rolls, the King & emissions. No, not THOSE sort of emissions!

13% of those surveyed by Quilter expressed an even more pessimistic outlook, predicting a substantial return to the more aggressive tariff policies seen previously. Only a small minority, 7%, believe tariffs will be entirely removed.

AI is not replacing human intelligence—it is amplifying it. The future of market strategy, risk analysis, and investment decision-making will not be dominated by machines or humans alone, but by their synergistic collaboration.

Photo by Andrea De Santis

Exciting news about collaboration, innovation & leadership in Europe!

The responsible investment journey is far from simple. The challenges are significant, but the opportunities are immense.

The man on the Clapham Omnibus would consider it reasonable for investors to know the residual cyber risk within their investment portfolio. But do they know what they don’t know?

Photo by Bermix Studio

If you can’t find a way to earn money after sleeping, you have to stay awake for money all the time.

Photo Redd Francisco

The £82 million Evolution Fund serves as a tangible example of how strategic collaboration and innovative financial thinking can directly address the financing gap faced by regional SMEs.

These updates will be closely watched by the market as investors seek to understand the long-term implications of AI-driven growth for these tech titans and the wider technology sector.

Photo by David Enescu

The potential benefits of restoring one million hectares of degraded land in Brazil are far-reaching.

RAO Global remains committed to fostering dialogue and knowledge sharing among responsible asset owners and investment leaders across North and South America. Our upcoming RAOtheAmericas25 conference on June 25th will provide a crucial platform to delve deeper into these challenges and opportunities, facilitating collaboration and driving impactful change.

You’ve heard of money laundering. Now meet its rural cousin: cow laundering – where cows jump not over the moon, but over regulations. Giles Gibbons - something for the weekend.