Market Trends

The Reset Paradox: Net Zero Targets Were Always a Policy Bet

Reframes the 2026 NZAM relaunch and broader net-zero reset as the moment asset managers must separate genuine portfolio commitments from implicit bets on government policy that did not arrive. Argues the diligence work shifts from coalition badges to mandates, manager selection, and capex-based transition evidence.

Read the full article on transitioninvesting.com (requires JavaScript).