GMO Climate Change Investing
We believe climate change is among the most important investment issues facing investors today. Exceptional opportunities for long-term investors abound in a world mobilizing to address climate change.
Profitability associated with efforts to mitigate and adapt to climate change are largely independent of the global economy. Climate change investors benefit from this unique source of return which complements a traditional portfolio.
Climate change investing remains an inefficient sector that is poorly understood. There are ample opportunities for value added through active management, a global approach, and a value discipline.
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Disclosures
The making available of any document on this website does not constitute a promotion, offer or sale of any securities or other financial instruments to the public in or into any jurisdiction where such promotion, offer or sale is prohibited or to any person or class of person to whom such securities or financial instruments may not be lawfully promoted, offered or sold, including in or from Switzerland.
You should not rely on any document on this website in making any decision to engage in investment activity without seeking further information from GMO to enable GMO to determine whether you may be eligible to receive such further information or purchase or subscribe for any securities or other financial instruments.
GMO Climate Change Strategy
In this video, Lucas White, Portfolio Manager, shares why we believe there are tremendous opportunities in the climate change sector, and importantly why we also believe that a disciplined, value-oriented approach and a careful examination of the fundamentals are critical in navigating a sector likely to be rife with hype and stories.
GMO's ESG Research Highlights
The Good Thing about Climate Change: Opportunities
As climate change has become increasingly problematic for the world, the investment community is starting to pay attention to the investment risks it poses, but the other side of the coin is opportunity. Growth projections dramatically understate the growth that will come as the world mobilizes to address climate change in ways that will require private capital to succeed.
GMO's ESG Research Highlights
Thinking Outside the Box: How and Why to Invest in a Climate Change Strategy
The growth tailwinds in the climate change sector will provide investors with strong investment opportunities for decades to come, and a well-designed climate change strategy can provide investors with benefits including diversification, protection from climate risk, inflation protection, and the ability to invest in growth-oriented companies at a discount.
GMO's ESG Research Highlights
BIOFUELS POISED TO MAKE MAJOR IMPACT
While electric vehicles continue to dominate the headlines and garner attention in clean energy circles, biofuels are increasingly becoming an important alternative to carbon-based fuels. We believe this often overlooked industry is poised for tremendous growth over the next decade.
GMO's ESG Research Highlights
The Good Thing About Climate Change: 5 Years On
GMO launched the Climate Change Strategy five years ago on the back of extensive research conducted by Lucas White and Jeremy Grantham. The paper they co-wrote at the time was titled “The Good Thing About Climate Change: Opportunities.” During this webcast, Lucas White looks back at the opportunities we have seen in the last five years and discusses the favorable outlook for climate change investors today.
