Rischio climatico e opportunità per settore e area geografica

L’impatto del cambiamento climatico é evidente e sta influenzando i mercati finanziari.

L’Intergovernmental Panel on Climate Change ha aggiornato le proiezioni e al momento stima che per limitare il riscaldamento a circa 1,5 °C sia necessario che le emissioni raggiungano il picco al più tardi entro il 2025 e che vengano ridotte del 43% entro il 2030. Anche nel migliore dei casi, la crisi richiede maggiori finanziamenti per l’adattamento ai cambiamenti climatici.

L’aumento delle temperature presenta una serie di rischi quantificabili per i mercati. Le tre principali categorie di esposizione finanziaria legata al clima sono: rischi transitori, fisici e di responsabilità. I rischi fisici rappresentano una manifestazione molto disomogenea del cambiamento climatico che richiede un approccio macro e settoriale per capire quali regioni e industrie saranno maggiormente colpite e dove si possono individuare le opportunità di investimento. 

Analisi esclusiva

Il recente Corso di Leadership sulla Finanza Sostenibile organizzato da Lombard Odier in collaborazione con l’Università di Oxford ha offerto una valutazione di come i rischi fisici possano variare a seconda del settore e dell’area geografica.

Per conoscerne i punti più importanti, si consiglia di consultare l’infografica di seguito riportata:

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