Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.

Sahil Mahtani and Philip Saunders analyse the last 10 years of EM investing with an eye to what investors can expect ahead.​

Bridget Beals, Head of Climate Risk & Strategy at KPMG talks to us about the engagements she’s having with companies across public and private markets and the transition plans she’s seeing from these companies.

Evidence suggests the transition to a low-carbon economy will be disorderly. By allocating to ‘transition assets’, investors can mitigate some of the disorder, while potentially generating positive outcomes for their portfolios. This paper makes the case for transition investing, and explains how to identify a true ‘transition asset’.