DiscoverThe WellSaid PodcastHow climate change affects capital market assumptions
How climate change affects capital market assumptions

How climate change affects capital market assumptions

Update: 2024-06-20
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Description

Head of Multi-Asset Strategy for EMEA, Supriya Menon, explores her team's latest research on how climate change affects capital market assumptions.

Key topics:
2:05 – Supriya’s investment background
3:25 – Climate research from an allocator’s perspective
6:10 – New research framework: Three pillars
8:20 – Collaborating with internal climate experts
9:50 – Key research findings
12:30 – Implementing a climate framework
14:45 – Climate risk, geopolitics, and transition scenarios
18:20 – Integrating climate across asset classes
22:05 – Insurers approach to climate
23:30 – Next steps for climate research

The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.


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How climate change affects capital market assumptions

How climate change affects capital market assumptions

Supriya Menon, Thomas Mucha