October 07, 2025

Sustainable Investment Insights - October 2025

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  1. Overview
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  3. Webinars

QUARTERLY REPORT

SI relative performance less volatile in Q3

Q3 saw strong absolute and relative performance for SI equities, against a backdrop of strong equity markets. However it was much more challenging for SI fixed income, where falling European yields and steepening yield curves acted as a headwind. Evidence backing the climate investment thesis, continued energy transition and rising physical risk, mounted as renewables delivered the majority of H1 25 electricity generation growth and Europe saw increasing wildfires. Global equity and corporate bond indices saw rising carbon disclosure and targets, but absolute emissions remain stubbornly flat.

Key highlights:

  • SI Equities continue to be strong in Q3
  • SI Fixed Income challenging due to rising European yields and steepening curves
  • SI Alternatives underperformed in Q3
  • Equity and corporate bond indices see flat carbon emissions

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Webinars

22 October

Sustainable investment: Strategy outcomes for equities and fixed income

Presented by Stephanie Maier, Head of Sustainable, Lee Clements, Director, Applied SI Research and Henry Morrison-Jones, Manager, Global Investment Research
Find out more