Investment research

We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. One conclusion to draw from this report is that the net zero transition will benefit some industries at the expense of others.

We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Among them was the very real possibility of capital misallocation and the emergence of asset bubbles among ‘green’ stocks.

We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Among the threats investors will need to attend to is the economic disruption caused by higher carbon taxes and bottlenecks in the supply of metals crucial to green technology.

We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition. Chief among them is the scale of the public investment required. How might all that extra borrowing affect government finances and sovereign debt markets?

Transitioning to a low carbon economy makes financial sense over the long run. However, the initial phases of the transition will present investors with risks they can’t afford to ignore.

Investors can no longer afford to ignore the devastating economic effects of biodiversity loss, but they need better tools to contain the risks. This is where the new research we’ve undertaken in partnership with MISTRA can help.