If 2024 was a waiting game for elections, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), believes 2025 will be a period of climate action reassessment by corporates and investors in the face of uncertain and evolving political, economic and social realities. In this week's podcast, Ehsan discusses the sustainable investing outlook for 2025 and reasons why he believes major themes will surround biodiversity, supply chains and corporate lobbying, with AI considerations set to cut across all 3 ESG pillars.
The MUFG Global Markets Podcast can be found directly on our MUFG Podbean page or via a number of platforms, including Spotify, Apple, and Stitcher.