Thematic Investing: Environmental Challenges

Presented by

Justin Simler, Tatton IM | Hasan Cerhozi, Vigeo Eiris | Joseph Lake, The Climate Service | Louise Dudley, Federated Hermes

About this talk

Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity. In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.

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The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.