Energy Transition
RC-2022.05-Shifts&Narratives#17-slider
Thematic Paper 9.05.2022 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.

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