A concise, investor-focused update on EU sustainability regulation, including where the Sustainable Finance Disclosure Regulation (SFDR) 2.0 stands following the European Parliament’s adoption of its negotiating position, which elements of the emerging framework are becoming clearer, and what the proposed changes could mean for product categorisation, disclosures and implementation timelines.

Heatwaves and wildfires are recurring economic shocks, yet much of traditional fixed income still lacks direct environmental impact at a time when green bonds look increasingly compelling.

Only a few months ago, investors were expecting a ‘Goldilocks’ scenario, but inflation pressures have reversed the monetary policy cycle. Despite the Federal Reserve’s decision to raise interest rates and elevated bond yield volatility, US small and mid-cap (SMID) equities continue to display particularly strong fundamentals. Backed by solid Q2 2026 results, upward revenue and earnings revisions across key sectors, and an unprecedented wave of investment in artificial intelligence, small and mid-caps offer stronger earnings growth prospects than broad indices dominated by mega-caps.