Key Takeaways
What Banking and Phone Data Tell us about the Socioeconomic Groups and Their Consumption Patterns?
Research and Insights
Latest news and articles
EU Taxonomy, Regulatory Compliance
EU Taxonomy Simplification: What the Omnibus Really Changed
In a post-Draghi report landscape, conversations about reviewing EU regulation seem permanently reduced to a single word: “simplification.” The market is flooded with generic compliance checklists and explainers that try to break down the EU’s attempts to “reduce the compliance burden.” And the process is far from over: on 1 July 2026, Europe's three financial…
Climate
What Investors Need From Physical Risk Data Today
Most physical risk data still misses the mark, built on headquarters, not real exposure. Here's what investors need to make it decision-grade.
Climate, Private Markets
Scarcity, Not Sentiment: What’s Really Driving Energy Transition Investment
When one hears “energy transition,” one thinks ethics. Politics. One thinks about which way the administration is blowing and whether the fund’s LP deck has the right language for the moment. One does not think about scarcity. One should. At a quant conference in New York recently, I met a fund manager whose entire thesis…
