Why thematic climate change
Occurring faster than scientists feared, the impact of climate change is underestimated by society and investment markets.
The climate is changing before our eyes and the notion that climate change was a problem only for future generations is unravelling. Ben McEwan, Climate Change Investment Analyst, explains why climate change is one of our core investment themes.
Assessing Climate Risk
Without a significant reduction in emissions we are far from on course to achieve the Paris Agreement goals of limiting the increase in global average temperature to well below 2°C. Read what climate change investment analyst Ben McEwen has to say about assessing climate risk.Read more
Net-zero is an opportunity
We’re interested in companies where net-zero is an opportunity. They might be mitigating the impacts of climate change through low carbon energy, designing new ways of doing things or helping the world adapt through energy and resource efficiency.
Investing for the Long term
Now more than ever, we believe that investing in long-term trends that have the power to improve society will play the most significant role in shaping our futures. Our five investment megatrends capture where we think the world is heading over the next 20-30 years.