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
    invest in transition·TargetNetZero simulator·TargetNetZero strategies·insights

    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 simulator.

     

    Can you cool a portfolio to 1.5°C? Test your climate investing skills on our TargetNetZero Simulator.

    discover our simulation tool

    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 Equity

    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.

    TargetNetZero Fixed Income

    insights.

    3 years of TargetNetZero investment-grade credit
    fixed income TNZ Fixed Income

    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.

    From climate pledge to portfolio: key net-zero policies
    sustainable investment TNZ equities

    From climate pledge to portfolio: key net-zero policies

    How much are companies being forced to decarbonise? Which financial regulators require climate-related disclosures? We examine five key markets to see how lawmakers can steer portfolios toward net zero.

    Cooling high-carbon sectors with corporate bonds
    fixed income Institutional
    fixed income Institutional TNZ Fixed Income Wholesale

    Cooling high-carbon sectors with corporate bonds

    Our net-zero bond strategy uses our temperature alignment metric to identify transitioning companies with credible plans to decarbonise.

    Can high emitters be net-zero leaders?
    equities Institutional
    equities Institutional convertibles Wholesale TargetNetZero Global Convertible Bond

    Can high emitters be net-zero leaders?

    Should equity investors focus only on today’s low-carbon businesses, or include transitioning companies making real emissions reductions in hard-to-abate sectors, too? 

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