Webinar | The Green Room series

The world is entering a phase of evolving comparative advantage, as environmental challenges become increasingly pressing. Watch the replay of our Webinar: Predictors of Success in a Greening World to learn who the likely winners and losers from this transition are. 

In the first episode of our quarterly series "The Green Room", Pia-Katharina Andres, PhD Candidate in Environmental Economics, London School of Economics, Dr Christopher Kaminker, Group Head of Sustainable Investment, and Dr Michael Urban, Deputy Head of Sustainability Research, discussed the key findings from a recent study called: Predictors of Success in a Greening World that was published as part of our research partnership with the University of Oxford. 

Key topics included:

• Who are the likely winners and losers from the transition to a green economy? A number of countries are actively capitalising on the growing green products market, particularly Germany, China, the US, Italy and Austria.
• What are the investment implications at the corporate level, specifically in relation to the wind and solar industries? Thanks to a buoyant domestic market and strong export prospects, Chinese wind and solar firms are likely to consolidate their leading position, while supply chains risks and trade tensions could be key destabilisers for the United States and its wind and solar firms. In Europe, we find interesting and promising results for Spain and Italy.

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