AI runs on electricity. Fixed income finances it.
The biggest bottleneck is not processing power or data storage, but electricityArtificial intelligence (AI) is restructuring the global economy at a speed that few anticipated. AI is not purely a technology story, but also an energy story. The infrastructure required to support it, from data centres and power grids to storage and transmission networks, is driving a structural increase in electricity demand that will define energy investment for the next decade and beyond. After two decades of essentially flat demand, global electricity consumption is projected to rise by more than 40% over the next decade, driven by AI, digitalisation and new forms of industrial production. Supporting global AI workloads alone may require approximately USD 5.2 trillion in capital expenditure by 2030, much of it from the large technology companies, known as hyperscalers, that are already expanding their data centre networks rapidly.
Published on
2026-07-03
by
Amova Asset Management Europe Ltd.
Amova Asset Management Europe Ltd.
Green bonds: From climate tool to strategic necessity
For much of the past decade, green bonds have been viewed primarily through the lens of climate change. That case still holds. But it is no longer the full story. Today, sustainable fixed income is increasingly linked to energy security, economic resilience and the rapid rise of artificial intelligence. In that context, green bonds are evolving from a niche allocation into a core instrument for financing the infrastructure modern economies depend on.
Published on
2026-06-26
by
Amova Asset Management Europe Ltd.
Amova Asset Management Europe Ltd.
Mid-year sustainability outlook
The next six months are likely to be set against a backdrop of heightened uncertainty, shaped by ongoing energy crises, volatile policy signals and shifting regulatory landscapes. While short-term volatility persists, the direction of travel for investors is increasingly clear: long-term trends, particularly decarbonisation, the energy transition, digitalisation, and climate adaptation, are more relevant than ever.
Published on
2026-06-15
by
DPAM
DPAM
Sustainable Finance Award - Bewerbungen bis einschließlich 30. Juni 2026
Der Wissenschaftspreis für eine nachhaltige Finanzwirtschaft
Published on
2026-06-08
by
investESG
investESG
Briefing for Australian and New Zealand investors – SBTi Investor Net Zero Standard
The Science Based Targets initiative (SBTi) Investor Net Zero Standard is emerging as one of the most recognised frameworks for setting credible, science-based net-zero targets across investment portfolios and financing activities. Join this online session to understand what the framework means in practice, how it is evolving, and what lessons can be learned from institutions that have already begun implementation.
Published on
2026-06-05
by
GAA
GAA
Benchmark the ESG performance of Asset Managers
We provide asset owners with a complimentary platform to benchmark the ESG performance of asset managers.
Published on
2026-05-14
by
ET.Group
ET.Group
