Adapting your portfolio for climate change

The conversation about climate change is shifting quietly yet quickly from mitigation to adaptation. The long-term consequences of this are wide-ranging: while a few will be beneficial, others are daunting. All these consequences have implications for investment portfolios

Scientific consensus, as well as a growing body of empirical evidence, tells us climate change is occurring, and is being driven by increasing levels of greenhouse gas (GHG) emissions from our cars, factories and homes. However, what we do not know is where we are in the climate change progression or how long we have until we reach the tipping point – the point beyond which mitigation may no longer be feasible. Carbon emissions mitigation is an integral part of our societal adaptation to climate change. It is not an option or a luxury – it is a necessity. The climate change mitigation in...