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(Bloomberg) — From defense and cybersecurity to infrastructure and healthier living, Berenberg Bank sees a widening set of sustainability winners heading into 2026.
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Opportunities also are emerging in Asia and among European companies positioned to benefit from the EU’s Carbon Border Adjustment Mechanism, according to analysts Lauma Kalns-Timans and Marina Kitchen.
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The focus on defense and security will become a broader theme as “threats extend beyond national borders and cyberattacks become a core business risk rather than an exception,” the analysts wrote in a report published last week. In this sector, top picks include Secunet Security Networks AG and Okta Inc.
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Kalns-Timans and Kitchen expect infrastructure spending to increase this year, benefiting defense and security-related operators, transport networks and projects focused on energy efficiency and carbon reduction. In this group, the analysts highlighted Palfinger AG and Renew Holdings Plc.
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Growing interest in healthier living is reshaping consumer spending that favor companies such as Technogym SpA and Robertet SA, the London-based analysts said.
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As for CBAM, Danieli & C. Officine Meccaniche SpA and Befesa SA are both involved in green-steel production, which will help limit their costs tied to carbon-intensive manufacturing, Kitchen said in an interview.
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And then there’s Asia.
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“In our view, sustainability in Asia is a long way behind Europe,” Kalns-Timans and Kitchen wrote. “However, 2025 was a transition year, with coal emissions likely to fall for the first time in China and India in 50 years, and Asia increasing industrial decarbonisation spend.”
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Progress should continue with the addition of new carbon markets in Asia, China’s 15th five-year plan and the EU’s CBAM, they said.
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(For more environmental, social and governance news, click TOP ESG.)
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NEWS ROUNDUP
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- Green Decline | Global investment in renewable-energy projects dropped 9.5% in 2025, the first contraction in over a decade, according to BloombergNEF.
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- Post-Buffett | It took just three weeks for Berkshire Hathaway Inc.’s Greg Abel to cut the final tether to one of Warren Buffett’s rare mistakes: The decade-long underperformance of Kraft Heinz Co.
- ‘Fantastic’ Rally | The manager of Janus Henderson Investors’ flagship sustainable fund said there’s little sign that US President Donald Trump’s anti-green rhetoric will derail the rally in clean-energy stocks.
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- Homes-Climate Change | US property markets are increasingly shaped by climate risk, with county-level data showing price gains concentrated in areas with lower exposure to physical climate impacts, according to BloombergNEF.
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- US Bond Sale | Stichting Pensioenfonds ABP, Europe’s biggest pension fund, spent much of last year dramatically scaling back its exposure to the US government bond market.
- Transition Bonds | Transition bonds, intended to finance emissions reduction in the world’s heaviest-polluting industries, are forecast to advance this year as the overall market for sustainable instruments defies a wider climate backlash.
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