rethink net zero.

 

With 92% of global GDP pledged to net zero, and concrete industrial and financial policies driving progress, the global economy is decarbonising. Is your portfolio ready?

To decarbonise, diversify and help drive the transition, we believe investors need to look forward and identify companies best positioned to benefit as the world targets net zero.

invest in transition.

How can investors align to net zero and deliver performance as the economy transforms? By investing in the transition.

Many low-carbon strategies excluding all of today’s high-emitting companies are flawed, in our view. Using carbon footprints, they are unlikely to look forward and identify emissions-intensive businesses that are rapidly decarbonising. Progress by such firms – especially those in economically important buy hard-to-abate sectors – is essential to achieving net zero. And their adaptation to a low-carbon economy might not be accurately priced by the market.

Combining investment acumen with proprietary analysis of companies’ temperature trajectories, our TargetNetZero strategies seek attractive opportunities in all sectors that are aligning to a 1.5°C-2°C future.

TargetNetZero strategies.

TargetNetZero Equity

 

While the industry has started to understand the urgency around decarbonisation, we believe many of the solutions available in the market are simplistic, do not sufficiently address the problem and, in some cases, significantly increase the risks and biases within portfolios. Investors need to re-think their approach to net zero.

TargetNetZero Fixed Income 

 

Market forces are in action with 140 countries (accounting for 91 percent of greenhouse gas emissions) being subject to climate targets and unprecedented policy support for green technologies. 

Our TargetNetZero Fixed Income strategies enable clients to capture the opportunities and mitigate the risks being generated by economy-wide decarbonisation.

Webinar | TargetNetZero
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Webinar | Net-Zero investing

How can investors prepare for this transition? Our TargetNetZero webinar will try and answer this question. Register, and join us to find out more.

Decarbonisation: are companies making progress?
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Decarbonisation: are companies making progress?

Are companies with SBTi commitments to reduce emissions starting to deliver on their targets? We look at the data to find early transition leaders.

3 years of TargetNetZero investment-grade credit
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3 years of TargetNetZero investment-grade credit

Three years since launching our high-conviction, net-zero-focused credit strategies, we assess the progress made towards their financial and climate objectives.

3 years of TargetNetZero Equity: a genuine transition approach

Since launching in 2021, our TargetNetZero Equity strategy has focused on opportunities in high-carbon sectors, unlike peers that avoid these industries. How have we navigated the challenges of the past three years?