Scenario analysis shows that the ability of pension funds to pay their pensions will be severely impacted by climate. Under different scenarios interest rates, GDP and bonds will all be negatively impacted with inflationary pressure rising. How can investors innovate and adjust their portfolio construction to protect their funded position from this inevitable threat?[vc_quotes layout=”accordion” 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Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.
With a massive, nationwide effort the United States could reach net zero emissions of greenhouse gases by 2050 using existing technology and at costs aligned with historical spending on energy.
Will there be a sustainable politics of sustainability? Professor Stephen Kotkin examined the politics of sustainability and the importance of transparency, measurement and compliance so that greenwashing does not prevail.
This case study examined the approach by one of the world’s leading asset owners to incorporate sustainability, AP4. By implementing measures adapted to the asset class and style of investments, AP4’s team in alternative investments works to both reduce risks and capture opportunities related to the sustainability transformation.
This session examined the portfolio implications of transitioning to net zero with a specific focus on what benefit an allocation to natural capital can bring.
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