Investing in Climate Adaptation: Beyond Mitigation in 2026

Climate adaptation investing is transitioning from an afterthought in sustainable portfolios to one of the most urgent capital allocation questions of the late 2020s. The argument is straightforward: even under the most optimistic emissions reduction scenarios, the climate has already changed enough that communities, infrastructure, and supply chains face material physical risks that mitigation alone … Read more

The 2026 Insurance Protection Gap: Managing Physical Climate Risk

The insurance protection gap — the chasm between total economic losses from climate disasters and what is actually covered by insurance — is widening in ways that should concern every investor in 2026, not just those in the insurance sector. When homes become uninsurable, mortgage markets seize. When businesses cannot transfer climate risk, investment dries … Read more