Africa has recognised the green transition as the route to closing its electricity production and distribution deficit. What three days at the Côte d'Ivoire Power & Electricity Expo revealed about where capital is, and isn't. SUSTAINABLE INVESTING & GREEN FINANCE INSIGHT SERIES | PART III | SEPTEMBER 2026 📍 News from the Ground: Côte d'Ivoire Power & Electricity Expo 2026 The second Côte d'Ivoire Power & Electricity Expo was held at the Parc des Expositions in Abidjan on

A 2026 Update: Beyond ESG Labels. Where Market Prices Signal Environmental Value In Part I of this series, we documented the fundamental failure of ESG ratings: the industry's inability to agree on what sustainability means, how to measure it, or how to verify it. Carbon markets offer something different and, in sustainable investing, genuinely valuable: a price signal. SUSTAINABLE INVESTING INSIGHT SERIES | PART II | SEPTEMBER 2026 Beyond ESG Labels, where Market Prices

A remarkable paradox lies at the heart of sustainable investing in 2026. The asset class has never attracted more capital; global ESG-labelled assets under management now exceed $40 trillion. Yet the label has never been less informative. The regulatory ground has shifted dramatically. But the stakes have not. While reporting requirements have been simplified in some jurisdictions, the legal and commercial consequences of ESG failures are, if anything, expanding. Greenwashing

SUSTAINABLE INVESTING & GREEN FINANCE INSIGHT SERIES — August 2026 At the Market Group DACH Retreat earlier this year, I attended a panel discussion on sustainable investing and impact. The session was well-run, the panellists articulate, and the conviction genuine. At the end, I raised my hand. I said: Before this panel, I was confused about the definition of sustainable investing. After hearing you, I am even more confused. Everyone defines ESG and sustainability according

The complete Alfinas Macro Confluence Insight Series is now available for download. This edition includes: → Why April 2026 Changed Everything → Part I:The Oil Price Shock Playbook → Part II: Stagflation or Slowflation? → Part III: Beyond Borders → Part IV: Asset Allocation Reboot → The Alfinas Model Portfolio Scenario Analysis Q2-Q4 2026 16 pages. Updated monthly. 📄 Download the complete Macro Confluence Insight Series , 16 pages including the Alfinas Model Portfolio

INVESTMENT RESEARCH- INSIGHT SERIES Private Debt — March 2026 There is a quiet panic spreading through the carpeted corridors of private banks and family offices — those who distributed Evergreen funds from Blackstone, BlackRock and Blue Owl to their wealthy clients. Blackstone. BlackRock. Blue Owl. The giants of Private Credit are facing record redemption requests — and some are already closing the gate. We were sold the democratisation of the most attractive asset class