INSIGHTS
ESG.
All briefings on ESG.
- Pan-European market note
The ESG Alpha: Turning Regulation into Returns in 2026
ESG has crossed the threshold from compliance cost to alpha driver. The brown discount is now a financing cost, the green premium is a liquidity differential, and manage-to-green is the cleanest single strategy in European real estate.
21 Apr 2026 Read - Pan-European deep dive
The ESG Mandate: How 2026 Regulations are Redefining Asset Value
The EBA has integrated ESG into core bank risk management. The resulting green-or-brown pricing reality has widened energy-efficiency spreads by 50-100 bps in Paris and Amsterdam in twelve months.
2 Feb 2026 Read