Transition investing for today’s economic revolution

Throughout history, the relationship between our economy and the environment has been defined by changes in three key systems: energy, land and oceans, and materials.

From the invention of agriculture to the Industrial Revolution, these systems have been transformed countless times – enabling massive increases in growth and prosperity but also exacting an evidenced environmental toll. 

In response, these three systems are once again being revolutionised. Driven by policy, market and technological forces, sustainable solutions are breaking into mass markets. Reflecting past economic transitions, these shifts began slowly but are now accelerating at scale.
 
Our conviction in this phenomenon – and its materiality to the investment opportunity set – is explained in the video below.

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