Climate Transition Equities

With tensions set to rise further as disputes over scarce resources intensify, we look at the geopolitical, economic and investment implications.

Nearly three decades after it first agreed to tackle climate change, the world has failed miserably to curb the growth in CO₂ emissions. To succeed, it urgently needs to establish an effective price for carbon.

The Intergovernmental Panel on Climate Change Sixth Assessment Report brings together conclusions from the latest scientific studies on the physical science of the climate system. Aviva Investors’ climate specialist Rick Stathers assesses the evidence and the implications for investors.

Heavy industry and heavy transport are hard to decarbonise, but this must be done to reach net-zero emissions by 2050. Can companies, policymakers and investors join forces to make it happen? The race is on…

Brunel Pension Partnership’s chief responsible investment officer discusses climate change, greenwashing and the urgent need to repair flaws in the financial system.

There is a large gulf between the concept of ‘net zero’ and the practical policies that will deliver it. Jill Rutter, senior fellow at the Institute for Government, takes a hard look at the UK’s progress towards the 2050 target.

Once dismissed as a virtuous endeavour that compromised investment returns, the ability to gain a more holistic view of risk by considering environmental, social and governance factors is increasingly appreciated by investors. We assess the evolution of ESG across asset classes, as well as its role as a risk mitigator and opportunity spotter.

As the frequency and ferocity of natural hazards increase, in part five of our mini-series on the source of the next crisis AIQ considers the economic and investment implications and what we can learn from past mistakes.

This latest episode of the AIQ Podcast goes back to basics on climate: we explore leading scientists’ understanding of how the world is changing, as well as the investment community’s response.

This latest episode of the AIQ Podcast explores the psychology of climate change and how to engage individuals in the quest for solutions.

More than 40 years since a senior NASA scientist told US Congress of concerns about human activities disrupting the climate, experts are warning of an impending climate catastrophe and the financial sector is wrestling with the implications.

As active investors step up their engagement efforts on the climate crisis, discussions need to be at the CEO rather than board level, argues David Cumming.

Psychological barriers can prevent people from acting to avert the climate threat, even when they recognise the problem. So how can we best engage individuals, companies and communities in the quest for solutions?

Until recently, many investors made light of dire warnings of the risks posed by assets becoming “stranded” by climate change. However, as the threat becomes reality, fears are mounting that whole industries could be wiped out.

With governments urged to do more to tackle climate change, carbon taxes are being touted as a politically expedient solution.

Poor land management contributes to rising global temperatures. But solutions are emerging as new technologies improve farming efficiency and consumers shift towards climate-friendly diets.