Group 1 - Goldman Sachs identified six key investment themes at the 2025 Global Sustainable Investment Forum, emphasizing that infrastructure reliability and aging population will be critical drivers of investment in an uncertain macro environment [1] - The current surge in energy and water resource demand, aging infrastructure, and the frequency of extreme temperatures and weather events have led to prioritizing "reliability" related investments, specifically in infrastructure construction and energy efficiency solutions [1] - The aging population in developed markets creates new opportunities for "labor acquisition," making "easy access to labor" a competitive advantage for businesses [1] Group 2 - In the energy sector, the acceleration of electricity demand is driving comprehensive energy procurement, with a positive long-term outlook for nuclear energy [2] - In the labor sector, labor acquisition and skills retraining are increasingly seen as potential constraints, while also serving as differentiation points among companies [2] - The focus on "adaptability" is rising, including the ability to cope with physical risks such as extreme weather, which also generates investable opportunities [2] Group 3 - Confidence in the "reliability" theme has strengthened, with current priorities placing "reliability" above "affordability," and the overall priority of "reliability and affordability" higher than "decarbonization" [2] - The outlook for renewable energy is positive until 2028, but there is more debate regarding trends beyond that year [2]