How do you expect climate change to impact US and global investments?
ESG initiatives and the physical risks imposed by climate change are increasingly important investment considerations, resulting in a growing focus on the externalities supporting transition to a lower carbon economy. In the coming years, we expect ESG and climate change to play a material role in assessing the risks and overall attractiveness of portfolio investments, potentially bolstered by financial regulators. Meanwhile, these factors continue to gain momentum in driving consumption and purchasing decisions, even prompting strategic changes around supply chain and working capital. Asset managers will continue to pressure valuation multiples for companies that are out of step.
What we’re watching:
- Supply chain evolution
- Renewable energy growth
Investment dollars deployed in US using ESG screening methodologies
Sustainable, responsible and impact investing assets in the US
Pounds of clothing and textiles thrown away by average US citizen each year
Survey respondents age 18-34 indicating social impact & sustainability as an important part of brand purchasing decisions