Watch: Q3 impact investment update for private market investors

Fred Kooij

Chief Impact Investment Officer

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In this Q3 overview, Fred explores the key economic, political, and environmental forces shaping global markets and the wider impact investment landscape, including their implications for private markets.

From the influence of oil prices on inflation and interest rates to the rapid growth of artificial intelligence (AI), Fred unpacks the major trends driving markets today. He examines whether the significant investment flowing into AI is translating into sustainable revenue growth, alongside the emerging challenges surrounding energy demand, infrastructure, and resources.

Fred also addresses the growing importance of resilience and adaptation within portfolios, including how energy security is accelerating the shift towards renewable energy, and the wider social and economic consequences of increasing climate volatility.

Looking ahead to the final months of the year, he highlights the key developments to watch, from corporate earnings and the potential broadening of profitability to ongoing geopolitical tensions. November will also bring two significant events: the US midterm elections and COP31 in Antalya, Turkey. At COP31, attention will turn to translating the commitments made at last year’s climate summit in Belém into meaningful action, with a focus on implementation and accelerating progress towards global climate goals.

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