Artificial Intelligence (AI) has quickly become a familiar companion in the world of investment analysis. It helps us find information faster, test assumptions and uncover risks that once required days of manual research. But while AI can strengthen Environmental, Social and Governance (ESG) analysis, it also raises new ESG questions, from its energy footprint to its social impact. What should we, as a sustainable and responsible investor, expect from investee companies?

At DPAM we believe that impact investing is not just an ideological choice but an economic and societal necessity. In line with the Global Impact Investing Network’s definition, we understand impact investments as those made with the intention to deliver positive, measurable social and environmental impact alongside financial returns. In this context, Fund Manager, Mathias Talmant, and Responsible Investment Specialist, Lina Arrifi, reflect on why measuring impact matters and how to do it well.

Emerging markets have long been a driver of global growth. With young and expanding populations, these economies have great potential. Yet, they also face challenges: weaker democratic institutions, unequal wealth distribution, healthcare gaps and growing environmental pressures. For investors, this means that capturing growth opportunities in these markets requires more than a traditional economic lens. At DPAM, we believe that sustainable long-term performance in sovereign debt is inseparable from a country’s ability to govern transparently, protect its citizens, safeguard the environment and manage resources responsibly.