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The Ledger

Thought Leadership in Investment Strategy & Capital Markets

Policy Brief: The Efficiency Reckoning Begins

As 2024 draws to a close, energy performance is moving from ESG checkbox to financial driver. Regulation, valuation standards, and early capital signals are converging to reprice inefficient assets across Europe. The efficiency reckoning has begun.

Nov 27, 20243 min read

Policy Brief: The Coming Wave of EU ETS 2 and What Investors Need to Know

EU ETS 2 expands carbon pricing to buildings and transport, reshaping commercial real estate with rising costs and compliance risks.

Jul 4, 20244 min read

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