Investor perspectives towards sustainability

July 8, 2026

How are investors redefining long-term value in an era of geopolitical uncertainty and economic change? This roundtable brought together senior figures to explore why resilience is becoming a defining investment priority, how regulation can better support sustainable growth, and why the focus is shifting from disclosure to real-world implementation. Read the key insights and recommendations on how government and industry can work together to unlock investment, strengthen resilience and enhance the UK’s long-term competitiveness.

Key contributors:

  • Jan Lambregts, Head of RaboResearch Global Economics
  • Keith Tomlinson, Founder and Chief of Executive of Tilton Capital

Summary

This roundtable examined how changing global conditions are reshaping investor attitudes towards sustainability and long-term risk. The discussion explored the relationship between resilience, regulation and investment. Participants considered how policy can provide greater certainty for investors, the limitations of existing reporting frameworks, and the role of government in addressing market failures. The discussion also highlighted the growing importance of energy security, geopolitical risk, climate adaptation and resilient supply chains in supporting long-term economic growth and investment.

Recommendations

  • Simplify overlapping regulatory frameworks while maintaining strong standards and accountability.
  • Provide greater policy certainty and consistency to support long-term investment decisions.
  • Embed resilience considerations across industrial strategy, energy policy, infrastructure planning and financial regulation.
  • Focus reporting requirements on decision-useful information that supports action and risk management.
  • Promote examples of best practice to support implementation and reduce unnecessary compliance burdens.
  • Strengthen collaboration between government, investors and industry to identify and address long-term risks.
  • Use incentives and market signals wherever possible, while recognising the need for intervention where market failures persist.
  • Monitor emerging risks, including climate, cyber, supply chain and geopolitical threats, through a resilience-focused policy framework.