Are we finally gaining more visibility on the long-awaited SFDR 2.0?

The energy transition could represent a win-win for investors, enabling them to drive decarbonisation while generating returns, but with low visibility on electricity pricing post 2030, could infrastructure be the best investment?

The next six months are likely to be set against a backdrop of heightened uncertainty, shaped by ongoing energy crises, volatile policy signals and shifting regulatory landscapes. While short-term volatility persists, the direction of travel for investors is increasingly clear: long-term trends, particularly decarbonisation, the energy transition, digitalisation, and climate adaptation, are more relevant than ever.