July 09, 2026

Sustainable Investment Insights - July 2026

BI-ANNUAL REPORT

Sustainability navigates energy shocks and market volatility in H1 2026

H1 2026 saw strong performance of SI equity indices, despite the March volatility. Green bonds also outperformed and saw growing issuance. The energy shock, caused by the conflict in the Middle East, raised short term energy prices, but may accelerate the energy transition in the medium/long term. Physical risks and temperatures are rising due to the recently begun El Nino.

Key highlights:

  • Effects of the energy shock
  • SI performance across equities, fixed income, green bonds, infrastructure and real estate
  • Volatility and divergence in H1 2026
  • SI market fund flows and potential rising physical risk

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