Key takeaways:
- Investors will need to actively manage the carbon intensity of their portfolios to help capture the relative value opportunities that are being driven by climate change and/or the policies being put in place to help slow the rise in global temperatures.
- By focusing their capital on those companies and governments that are driving the solution, investors have a unique opportunity to enact real change.
Investors will need to actively manage the carbon intensity of their portfolios if they are to reduce the direct and indirect impact on their investments amid transition to a low carbon or zero-carbon economy.
- An active approach to carbon transition can help investors capture the relative value opportunities that are being driven by climate change and/or the policies being put in place to help slow the rise in global temperatures.
- By going well beyond simply shorting those countries and sectors that are major greenhouse gas emitters, and by focusing their capital on those companies and governments that are driving the solution, investors have a unique opportunity to enact real change.