CLIC™ conversations: path to decarbonisation

CLIC™ conversations: path to decarbonisation

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.

CLIC™ conversations – path to decarbonisation

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?

 

important information.

This podcast is a marketing communication and has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
Lombard Odier Investment Managers (“LOIM”) is a trade name.
This podcast is provided for informational purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This podcast does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Investments are subject to a variety of risks. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. Past performances is no guarantee of current or future returns, and the investor may receive back less than he/she invested. This podcast is the property of LOIM and is addressed to its recipients exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. The contents of this podcast are intended for persons who are sophisticated investment professionals and who are either authorised or regulated to operate in the financial markets or persons who have been vetted by LOIM as having the expertise, experience and knowledge of the investment matters set out in this document and in respect of whom LOIM has received an assurance that they are capable of making their own investment decisions and understanding the risks involved in making investments of the type included in this podcast or other persons that LOIM has expressly confirmed as being appropriate recipients of this podcast. If you are not a person falling within the above categories you are kindly asked to either return this document to LOIM or to destroy it and are expressly warned that you must not rely upon its contents or have regard to any of the matters set out in this podcast in relation to investment matters and must not transmit this podcast to any other person. This podcast contains the opinions of LOIM, as at the date of issue. The information and analysis contained herein are based on sources believed to be reliable.
However, LOIM does not guarantee the timeliness, accuracy, or completeness of the information contained in this podcast, nor does it accept any liability for any loss or damage resulting from its use. All information and opinions as well as the prices indicated may change without notice. Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.
Source of the figures: Unless otherwise stated, figures are prepared by LOIM.
Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.
Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this podcast and may be subject to change. They should not be construed as investment advice.
No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A. prior consent. In Luxembourg, this material is a marketing material and has been approved by Lombard Odier Funds (Europe) S.A. which is authorized and regulated by the CSSF.
©2021 Lombard Odier IM. All rights reserved

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    CLIC™ conversations: path to decarbonisation

    CLIC™ conversations: path to decarbonisation

    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.

    CLIC™ conversations – path to decarbonisation

    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?

     

    important information.

    This podcast is a marketing communication and has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
    Lombard Odier Investment Managers (“LOIM”) is a trade name.
    This podcast is provided for informational purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This podcast does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Investments are subject to a variety of risks. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. Past performances is no guarantee of current or future returns, and the investor may receive back less than he/she invested. This podcast is the property of LOIM and is addressed to its recipients exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. The contents of this podcast are intended for persons who are sophisticated investment professionals and who are either authorised or regulated to operate in the financial markets or persons who have been vetted by LOIM as having the expertise, experience and knowledge of the investment matters set out in this document and in respect of whom LOIM has received an assurance that they are capable of making their own investment decisions and understanding the risks involved in making investments of the type included in this podcast or other persons that LOIM has expressly confirmed as being appropriate recipients of this podcast. If you are not a person falling within the above categories you are kindly asked to either return this document to LOIM or to destroy it and are expressly warned that you must not rely upon its contents or have regard to any of the matters set out in this podcast in relation to investment matters and must not transmit this podcast to any other person. This podcast contains the opinions of LOIM, as at the date of issue. The information and analysis contained herein are based on sources believed to be reliable.
    However, LOIM does not guarantee the timeliness, accuracy, or completeness of the information contained in this podcast, nor does it accept any liability for any loss or damage resulting from its use. All information and opinions as well as the prices indicated may change without notice. Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.
    Source of the figures: Unless otherwise stated, figures are prepared by LOIM.
    Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.
    Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this podcast and may be subject to change. They should not be construed as investment advice.
    No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A. prior consent. In Luxembourg, this material is a marketing material and has been approved by Lombard Odier Funds (Europe) S.A. which is authorized and regulated by the CSSF.
    ©2021 Lombard Odier IM. All rights reserved

    related content.

    related strategies.

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