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Energy & resources insights 2026
2 April 2025
Where are the opportunities for investment and growth in an increasingly complex geopolitical landscape? Energy security and affordability are a top priority for governments around the world, and the demand for clean energy remains strong, with renewables accounting for an increasing share of electricity generation. In this article we explore where we see the opportunities for investment, from grid expansion and new nuclear build to liquefied natural gas (LNG).
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Data Centres & AI Compute Infrastructure Insights 2026
5 March 2025
Data centres are increasingly financed less as traditional real estate and more as compute-first infrastructure. AI build-out is pulling capital up the stack, from land and power into GPUs and other specialised chips, servers and performance-backed capacity, while power availability, regulation and sovereignty requirements are becoming core underwriting issues. In this briefing we set out six trends that are shaping the market and will have a significant impact on operators and investors.
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Sustainability and ESG 2026 – evolving trends
11 March 2025
The sustainability and ESG landscape is shifting rapidly, driven by geopolitics, macroeconomic pressures and technological advances. Over the past year, businesses have had to navigate a minefield of emerging standards, political volatility, increased public scrutiny and litigation activity across multiple jurisdictions. Yet this is also a moment of strategic opportunity.
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Global M&A in 2026: Our top 10 predictions
15 January 2025
2026 is set to be a strong year for M&A. Private capital is preparing for increased activity, while strategics are seeking to reposition themselves through transformative deals. However, this optimism may be tempered by geopolitical tensions or a tightening of credit markets.
2026 Trends
2025 Trends
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Data Privacy Legal Trends 2025
29 January 2025
Data protection and privacy laws continue to increase in number and scope globally, including a continued flow of comprehensive US state privacy laws and quickly developing regimes in Asia Pacific and the Middle East.
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Sustainability & ESG Trends 2025
2 February 2025
Environmental, social and governance issues are having a significant impact on businesses globally. Against the prevailing backdrop of continued political and economic uncertainty and rising geopolitical tensions, we look ahead and assess the challenges and opportunities on a range of strategic issues, from regulations on corporate sustainability reporting and transition planning, the evolution of sustainable finance and the role of carbon markets in funding net-zero, to the increase in ESG-related litigation.
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Global Funds Trends 2025
19 February 2025
Watch our global Funds team make their predictions for 2025.
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Data Centre Insights 2025
25 March 2025
As geopolitical focus intensifies around technology leadership, data sovereignty and environmental considerations, data centres and their role in the global digital economy are in the spotlight. Governments around the world are introducing or upgrading policies intended to boost digital infrastructure, including incentivising the development of data centres.
