Examining regulatory changes, market dynamics and investor implications in the evolving EU sustainability landscape.

US equity markets kept breaking records in the third quarter, yet with a record 91% of fund managers believing US stocks are overvalued (BofA Fund Manager Survey), this may be one of the most hated rallies on record. As Peter Lynch once warned, far more money has been lost by investors trying to anticipate corrections than lost in the corrections themselves.

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?