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Thinking Outside the Box: How and Why to Invest in a Climate Change Strategy

By Lucas White and Jeremy Grantham

White Papers

April 15, 2019

Key Points

  • We believe the secular growth tailwinds in the climate change sector will provide investors with strong investment opportunities for decades to come.
  • In our opinion, a well-designed climate change strategy can provide investors with a variety of benefits, including diversification, protection from climate risk, inflation protection, and the ability to invest in growth-oriented companies at a discount.
  • For those considering fossil fuel divestment, clean energy solutions provide indirect exposure to fossil fuel prices.
  • A climate change strategy can play an important role in a global equity program, real asset program, ESG portfolio, or as climate risk insurance.

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Disclaimer: The views expressed are the views of Lucas White and Jeremy Grantham through the period ending April 2019, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
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