In this event replay from The Economist’s 2021 Sustainability Week, Head of Sustainable Investment Wendy Cromwell discusses how investors are incorporating climate science data into investment decisions, the anticipated implications for capital markets of climate change adaption, and net-zero considerations for the energy transition.
The decarbonisation commitments of countries around the world will fundamentally reshape the global economy. Members of our Central Macro Team highlight their research findings, from the effects on growth and the cost of capital to the potential for geopolitical conflict and higher inflation.
Four climate specialists discuss where they perceive market wrong-headedness on climate change. Learn how they look beyond consensus to uncover climate-related opportunities for our clients.
Strategist and Portfolio Manager Nick Samouilhan and Investment Director Joy Perry explore the link between climate change and inflation and suggest strategies to help mitigate the threat to client portfolios.
Global Industry Analyst Juanjuan Niska lays out four compelling reasons to consider the US utilities sector in today’s environment.
We explore why equity investors need to start reducing exposure to climate risk and outline a balanced approach to moving portfolios towards net zero.
As the risks of climate change increase, so does the need to build resiliency. Members of our Climate Research Team discuss why they believe demand for climate adaptation solutions could grow exponentially, and how they think about investing in solutions for a range of climate variables, including heat, flooding, wildfires and water scarcity.
The strategic review of eurozone monetary policy ushered in a more hawkish regimen than the US Federal Reserve’s. But the most important changes may have been to its climate change disclosure requirements.
As part of our recent climate investment roundtable, Director of Climate Research Chris Goolgasian and Global Industry Analyst Alan Hsu discuss why and how the physical and transition risks of climate change are driving investment opportunities.
We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures and expanding our compliance with SFDR.