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.

Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention.

Scope 1, 2 and 3 greenhouse emissions data are essential for climate-aware investors.

For too long, businesses and investors have ignored the threat biodiversity loss presents to human prosperity and growth.

Thematic equities are mainstream investments that investors can incorporate into their portfolios whatever their asset allocation framework.

Impact investing is generally considered the purest form of responsible investment. Modelled on ideas developed in the 1970s by the social entrepreneur Muhammad Yunus, it has traditionally involved directing capital to specific ecological or socially-responsible projects.

How will the investment landscape evolve over the next five years? In our Secular Outlook, we provide our return forecasts for all the major asset classes and analyse the powerful long-term trends that will transform the economy and financial markets.

Some might argue that building a sustainable economy is a technological problem. It isn’t. The world is sufficiently stocked with greenhouse gas-reducing technologies such as renewable fuels, carbon capture and energy storage.

Climate change: the risks it poses and the solutions that might contain the threat. An Oxford University report sponsored by Pictet.