Lead Portfolio Manager
We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.
Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.
The e-commerce giant has a chequered history when it comes to climate change, but recent steps towards carbon reduction mean we see it as a future force for good.
Investors are focused on an anticipated boom in electric cars. The true acceleration in demand is happening elsewhere.
The coming year is likely to be a positive for one for global equities but there are risks, and with valuations at relative highs there is little margin for investor error.
In what is likely to be a volatile 2017 for markets, there should be plenty of opportunities for global stockpickers as the cyclical upswing continues.
As focus on climate change intensifies, portfolio carbon footprints can be a helpful tool for investors but may not provide a complete picture of future risks and opportunities