Keeping Pace with the Climate Transition
Research & content


Algemene informatie

Titel Keeping Pace with the Climate Transition
Type URL
Categorie Markt & Macro
Publicatiedatum 16-12-2021

Omschrijving

Climate change has already become one of the most prominent line items on the world’s agenda. But we believe that its impact on the global macroeconomy is just beginning and increasing in pace. In our view, investors should think of the transition to a low-carbon economy as a multi-dimensional shock event, spread out over time, that will have major regulatory and economic consequences and profound investment implications. Investors who think the pace of climate-related change in markets/economies will be slow could be in for a major surprise.