Insight
Eye on SI: 2025 Outlook
Our sustainable investing outlook focuses on three themes: nuclear energy, extreme weather, and water dependency. What are the opportunities and challenges likely to affect firms’ competitiveness over the long term?
Authors
- Henrietta Pacquement, CFA
-
Evan McEvoy
-
Julia Quinlan
1/7/2025
17 min read
Topic
Sustainable Investing
Key takeaways
- Nuclear power initiatives are expanding because of the growing need for clean energy. The focus is on restarting existing reactors and building small module reactors.
- More extreme weather is adding risk worldwide. Certain industries, such as insurance, are uniquely exposed. Even benign weather changes affect profitability for some firms.
- Increasing water dependency is influencing corporate strategy, capital expenditures, and economic growth. Demand is rising, but clean water sources are shrinking.
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2023 Stewardship Annual ReportRead about Allspring’s stewardship efforts as we aim to advance the financial, operational, and sustainability performance along with the risk management of investee companies for years to come.