The GMO Climate Change Strategy seeks to deliver high total return by investing primarily in equities of companies GMO believes are positioned to benefit, directly or indirectly, from efforts to curb or mitigate the long-term effects of global climate change, to address the environmental challenges presented by global climate change, or to improve the efficiency of resource consumption.
Climate change awareness, attitudes, and opportunities have come a long way since GMO began writing on the topic in 2010. As part of Climate Week NYC 2020, Jeremy Grantham and Lucas White discussed how oncoming spending on green infrastructure is creating opportunities for investors to participate in now. Watch now.
Read the event highlight here.