European Equity Responsible Investment Report 2026

Mar 13, 2026

As responsible investment continues to shape and impact the investment landscape, we discuss events and portfolio themes in 2025, and we look ahead to the future.

Key talking points in this year’s report:

  • Competitiveness versus regulation: 2025 was a year dogged by uncertainty – geopolitical, economic, and regulatory – and the one constant was flux. Whether or not 2026 follows in a similar vein is likely to be determined by the actions of the White House, as well as the slow but inevitable re-alignment of interests that are a result of the international compact of the last 50 years being dismantled.
  • Powering Europe’s future: energy security, for the energy transition, and for Europe to remain competitive on a global scale are essential. However, building power generation is no longer enough; it is the grid that is the most crucial factor.
  • Portfolio ESG themes and events in 2025: this year’s companies include Swiss pharmaceutical company Novartis, which received approval for the first malaria medicine for newborn babies and young infants last year, and Hexagon, a global leader in measurement technologies, which is enabling one the of the most ambitious infrastructure projects ever seen.

We also highlight our ESG philosophy and process, analyse our portfolio from an ESG perspective, and showcase our recent ESG research and articles.

Please read our full report here