Insight
Climate Transition: Burning Questions for Credit Strategies
Transitioning the global economy to net-zero emissions presents a significant challenge, but it also offers an opportunity for fixed income investors—in energy, utilities, and beyond.
Authors
- Henrietta Pacquement, CFA
- Jens Vanbrabant, CFA
-
Catherine McLaughlin, CFA
3/7/2023
19 min read
Topic
Sustainable Investing
Key takeaways
- The need for capital to transition the economy to net-zero emissions adds significant fixed income opportunities for investors.
- Quality and availability of climate-related data has improved tremendously, especially for fixed income securities over the past three years.
- We believe engagement is also essential to the transition.
- With a two-track approach to engagement, we work with firms directly and in collaborative industry efforts.
- Our Climate Transition Framework helps identify companies that can lead decarbonization of the economy and create value for investors.