Investing in Companies That Are Shaping the Future
Decarbonization: Tap into a long-term structural growth trend.
If COVID-19 taught us anything, it is to expect the unexpected. Preparing for future market events that are unanticipated is a challenge public pension plans cannot shy away from. As such, the need for diverse and uncorrelated returns and new sources of growth is paramount.
In this paper, we explore one theme that we believe is too big to ignore: the transition to a lower-carbon economy. This energy transition presents a significant, long-term structural growth opportunity that is compelling for both investors who have made a pledge to net-zero emissions and those in search of new return drivers.