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CLIC™ conversations: path to decarbonisation

CLIC™ conversations: path to decarbonisation
Christopher Kaminker, PhD - Group Head of Sustainable Investment Research, Strategy & Stewardship

Christopher Kaminker, PhD

Group Head of Sustainable Investment Research, Strategy & Stewardship

Time is running out to reduce emission levels and mitigate climate-change risks, but the path to net zero presents significant investment opportunities.

In the first episode of our six-part series on the climate transition Head of Sustainable Investment Research & Strategy Chris Kaminker talks about the forces driving decarbonisation across all sectors and asks whether we are on track to meet the objectives of the 2015 Paris Agreement. 

“What [the Paris Agreement] is doing effectively is creating this massive policy push that is turning climate change from an existential risk to society into one of we think the greatest commercial opportunities of our time”, says Kaminker.

Kaminker also explains how various countries have changed in their approach to decarbonisation, what it means to have the US rejoin the Paris Agreement, and the leading role the private sector has taken in the climate transition. 

“The most exciting developments are not actually in the policy sphere, they’re in the private sector”, explains Kaminker. “The main reason why companies have put in place so many net-zero targets amongst themselves is because they see the commercial opportunity here.”

 

To find out more about the challenges and opportunities presented by decarbonisation, listen to the full episode below.

Top three takeaways for investors 

 
  • The climate transition represents perhaps the greatest investment opportunity of our times. 

  • There are going to be winners and losers and it's very important to establish how financial institutions, corporates, and sovereigns are positioned.

  • The world is going to look very different from a physical risk standpoint. Are your assets at risk or are they resilient?

 

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