How does climate change affect asset performance and valuations?
A series of climate risk assessments undertaken by our Climate Scenarios & Sustainability team has demonstrated how climate risk exposure and resilience vary among pension funds and insurance companies worldwide. From an investor's perspective, this has highlighted even greater concerns about the impact of climate change on asset performance and valuations, both in the short term and long term.
In this webinar recording, Bert Kramer, our Head of Climate Research, discussed:
- How are physical and transition-related climate risks currently being priced-in?
- Are there pricing differences between geographies, as well as ‘brown’ and ‘green’ assets?
- How might the pricing of long-term physical impacts materialize?
- Should investors incorporate the pricing implications of climate risks that may extend beyond current investment horizons into their ALM?
- What actions should investors take to prepare for potentially abrupt repricing, market overreactions and sentiment shocks?
Fill out the form to watch the webinar.
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Contact
Bert Kramer
Head of Climate Research
Maurits van Joolingen
Managing Director, Climate Scenarios & SustainabilityRelated Insights
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