🌍 World News The wind is blowing in which direction? 🌬️ #Globalisation 🌏 vs #GlobalSupremacy 🇺🇸✨🇨🇳 Timely for the emerging #Economy #Moderators and #Stabilizers to step up, playing their balancing roles in navigating growth, trade, and sustainability. ⚖️🌱 “True growth is not about conquering markets, but about sustaining people, planet, and prosperity together.” ✨🌱🌏 — David J Lim The next chapter of global order may not be written by superpowers alone — but by those who bridge divides, balance interests, and foster resilience. What do you see coming and growing? #CorporateRealEstate #CorporateESGAdvisory #InvestMalaysia #InvestASEAN #GreenRE #GreenBuilding #GreenLease #GreenFinance #SustainableDevelopment #ResponsibleInvesting #SDG #ESG #Sustainability

For decades, nations poured capital into higher order ‘wants’ funding luxuries, speculative growth and ESG agendas, such as tackling climate change while basic ‘needs’ like national and energy security were neglected. Today, a broader geopolitical shift towards national self-interest has exposed how vulnerable the base has become, and many countries are now reallocating capital back towards resilience, security, and self-sufficiency. In this conversation, Portfolio Manager Alec Cutler and Bloomberg’s Merryn Somerset Webb unpack why this reallocation of capital matters, what it means for investors, and how Alec is navigating this new reality. Watch the full video here: https://lnkd.in/eh8bpcRJ Orbis funds are distributed by Allan Gray Australia.

From the gap that is costing billions ➡️ to the opportunity that will shape the markets that follow. The numbers are stark and unforgiving. 🌩️ US$2 trillion in losses over the past decade 🌩️ 1.6 billion people affected 🌩️ 19% rise in damages in just the past two years 🌩️ US$203–388 billion needed annually for adaptation in developing countries And yet, adaptation finance – the money meant to cushion the blow – is falling far short. Latest data shows, the private sector contributed just 8%. So why? It’s not like business doesn’t depend on stable supply chains, reliable infrastructure, and predictable trade routes. The answer is largely structural. To close the gap at #COP30, we call on policymakers for: ➡️ Improved information, including better climate risk data to guide investment decisions ➡️ The right incentives, including procurement frameworks that reward resilient business models ➡️ Innovative financing tools, including resilience bonds and blended capital, to de-risk projects and attract private investors Full article 🔗 https://lnkd.in/epSJJK6m Excited to bring you my first article in my new role at the International Chamber of Commerce, dissecting our latest data and insights, and with thanks to the contributions from Sandra Maria HANNI, Sophie Talarico, Dawn Chardonnal, Sabrina Klayman, Maria Clara França, and Caroline Bernreiter

I’ll be sharing new posts under the series “Before It Happens.” I’m open to your thoughts and opinions on every topic I share. Starting with the normal rhythm of the economic cycle which is simple: “When one sector rises, another falls.” But what we are witnessing today is different ,everything is rising together. And that’s a signal that huge global shifts are on the way . *Gold and Silver won’t keep flying forever. *IT and Technology will soon face challenges attracting investors. *Manufacturing & Agriculture will take the lead as markets keep expanding. *Assets & Real Estate will stay calm , waiting for of the 2030 projects. What we’re living today is not just an economic boom ,it’s the foundation of a sustainable and transformative global future. If you’re investing in metals or stocks ,it might be time to pause. When everything goes crazy, the best move is to stay calm ,because the waves that lift others can also break you. #Investing2030 #GlobalEconomy #FinancialTrends #FutureMarkets #EconomicCycle #Sustainability_development #Before_It_Happens

Every quarter, our team at Sustainable Market Strategies publishes a “Macro Meets Sustainability Update” because sustainability investing only works if one understands and anticipates the larger investment backdrop. Yesterday, our quarterly update focused on the U.S. government’s strong tack toward interventionism and what it means for financial markets broadly and sustainability themes specifically. There are three areas of intervention that stand out: -The so-called Mar-a-Lago accord (the desire to maintain the USD as the global reserve currency AND devalue the dollar incite domestic manufacturing) puts the world dangerously close to falling into the “Kindleberger Trap”. -Company level interference (Intel, MP Materials, Nippon Steel, etc) creates a winner/loser investment backdrop - active portfolio management might not be so important in the current AI bull market, but it’s coming. -Politicization of monetary policy doesn’t necessarily mean more market uncertainty but it does surely mean lower short rates for any given level of inflation. Notably for our corner of the investment world, sustainable investing ETFs - like the ones we work on with ARK Invest Europe - are doing just fine in this era of interventionism (and despite Trump’s rebuff of climate change science and pro-fossil fuel stance). If you’d like to read the full note, please reach out. 

Climate investing is increasing 🌍 Sharing here my latest article in Inc. Magazine, where I explore why climate-related investing is rising and what it means for the transition. Recent figures show that capital allocated to climate-related projects has grown, even in a period when global private equity activity has slowed. One factor behind this increase is competitiveness. Several climate solutions are reaching cost parity with traditional options, and in some cases already outperform them. This progress has improved the fundamentals of projects and lowered risks, creating stronger conditions for investment. At the same time, these flows remain relatively small compared to the scale of investment that climate and sustainability require. Momentum should be seen as a signal, not a destination. The growth is encouraging, but the transition will demand far greater levels of capital in the years ahead. This is also a reminder that sustainability is not losing momentum. Despite uncertainty in politics and headlines, capital continues to move in a direction that supports the transition. The rise of climate-related investing illustrates how economics and sustainability are starting to align, even if the pace is uneven. It also shows that resilience and competitiveness are gradually being integrated into strategies, though gaps and challenges remain significant. The transition is underway, but still far from complete. The increase in climate-related investing is one piece of evidence pointing to progress and the scale of work still required. #sustainability #business #sustainable #esg

Investments in climate are rising because the costs across multiple industries sectors are increasing at unsustainable rates. Home owners insurance is nuked in entire states like Florida and California as a direct result of Climate Change. The investment is not only in technologies to solve climate challenges but also to shore up and protect existing investments by mitigating risk. The risk right now, for so many companies, is it not quantified. Most companies do not understand how much weather is costing them. Tropical Weather Analytics, Inc. has a Chief Weather Officer service to fix that.

"Transforming Our World: Investing for a Resilient and Sustainable Future." The conference gathered global policymakers, economic leaders, investors, and decision-makers to discuss strategies for aligning investment flows with sustainable development goals, address geopolitical shifts, and explore new opportunities in sectors like smart agriculture, sustainable finance, and advanced technology. #SharjahInvestmentForum #LegacyofSustainability #SIF2025 #Investment #GlobalBusiness #Sustainability #EconomicGrowth"

💼 Is your portfolio aligned with the race to net zero? 📌 Highlights from the Decarbonisation Portfolio Benchmark: 📊 Mixed progress: While climate commitments are rising, portfolios remain misaligned with 1.5°C pathways, especially in high-emitting sectors. 📉 Gaps in capital allocation: Too much capital still flows into carbon-intensive assets, delaying the transition and raising stranded asset risks. 🔎 Benchmarking clarity: New tools provide transparency on whether portfolios are genuinely transitioning — or just “greenwashing.” 🌱 Leaders vs. laggards: A small set of financial institutions is aligning investments with science-based pathways, while many lag behind. ⚖️ Systemic responsibility: Decarbonisation isn’t just a risk issue — it’s a fiduciary duty to clients, society, and future markets. 🚀 Next steps for investors: Rebalance portfolios towards low-carbon opportunities Phase out high-risk, high-emission exposures Use robust benchmarks for accountability and disclosure ✨ Bottom line: Investors must move from incremental change to systemic portfolio transformation to keep climate goals within reach. ❓ What’s the biggest barrier to aligning financial portfolios with a 1.5°C world — data, policy, or investor will? #Decarbonisation #NetZero #Finance #ClimateAction #SustainableInvestment #PortfolioTransition

Climate cash surge: Private capital bets big on the $10 trillion green transition according to a new report by Boston Consulting Group (BCG) The report reveals that, contrary to recent market headwinds, the private capital opportunity in climate investing remains robust and is poised for substantial growth. The outlook for climate investing is far less gloomy than current news reports suggest, with clear, profitable pathways emerging for investors who employ targeted and sophisticated strategies across the global low-carbon economy. The key points are: * The Climate Outlook is Brighter Than You Think * Infrastructure Investors Target Core Utilities * PE Focus Shifts to Software and Servicing * Carve-Outs Become the New Deal Flow * The ‘Infra-at-Exit’ Strategy Emerges * New Sectors Poised for Acceleration Read the report and the summary points: https://lnkd.in/dScRCsU9 #BCG #ClimateCapital #GreenTransition #ClimateFinance #the180i