Report

Sustainability Weekly 16 - 20 February 2026

Last week, we published a study on the impact of Nat Cat on the (re)insurance sector and unveiled our ESG ranking of European insurers: Axa and Allianz are our ESG Best-in-Class. We also published a flash report on European carbon markets following the recent sharp drop in CO2 prices, and feedback from the Expert Access session on oil that we organized with IEA analysts. Simulations of the impact of SFDR 2.0 by Morningstar and WeeFin revealed a risk of downgrading towards conventional funds. EIOPA, ESMA, and the EBA separately published their positions on EFRAG's technical advice regarding the revision of ESRS. In the automotive sector, new details emerged concerning the European Commission's proposal for a 70% local content threshold. On the social side, Accenture is reportedly taking into account the use of AI tools in its promotion decisions, according to the FT. In the area of governance, the French Institute of Directors (IFA) published its IFA Ethics & Boards barometer on gender diversity in governing bodies. Russell Reynolds Associates identifies five governance trends for 2026, including AI governance. A GBI report identifies gaps in corporate governance and due diligence regarding risks related to international criminal law
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Other Reports from Oddo BHF
Matthias Desmarais
  • Matthias Desmarais

ResearchPool Subscriptions

Get the most out of your insights

Get in touch