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Regulatory Compliance
Inside the ESG Ratings Regulation: what changes for investors from 2026
The EU ESG Ratings Regulation now requires providers to answer to ESMA on methodology, governance, and conflicts of interest. For investors who rely on ratings to inform decisions, that raises a practical question: what should you expect from your service providers now?Clarity AI’s Senior Legal Counsel Iulia Cospanaru will walk the audience through who the…
Regulatory Compliance
SFDR 2.0 in Trilogue: Where the Negotiations Stand and When the Rules Might Apply
Two questions have followed SFDR 2.0 since the Commission unveiled it in November 2025: what changes, and when. We covered the first in our initial breakdown of the overhaul, and the second in our guide to preparing for the new rules in January 2026. This piece focuses on the timeline itself: what is happening in…
AI
Data Center Energy Demand: The AI Ceiling Investors Need to Price In
AI is straining Western grids. Here's how energy demand, ratepayer costs, and supply chain limits reshape how investors assess AI-exposed companies.
