12/05/2022
Research / Market
Shifts & Narratives #17 - Keeping up with climate change in setting long-term asset class views
Dealing with the changes driven by the energy transition requires a complete rethinking of asset class returns forecasting and brings major implications for investors. In the piece we address the key themes for investors driven by the energy on a 10 and 30 years horizon and the implications on the strategic asset allocation and the asset classes that will be favoured.
