Carbone sans frontières: action on carbon leakage – Jupiter Asset Management
In an article that first appeared in ESG Clarity, Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.
Posted on May 19, 2022
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The urgency needed to address climate change has never been greater. The Intergovernmental Panel on Climate Change (IPCC) has now released its sixth assessment report and the conclusions are stark, not least that limiting warming to 1.5 degrees would require global CO2 emissions to peak by 2025 at the latest.
That is a sobering assessment, but one ray of hope is that policy action on carbon emissions has extremely strong momentum. The other context within which to view climate policy action is through the lens of geopolitics. The humanitarian tragedy and geopolitical crisis wrought by the invasion of Ukraine has caused politicians, corporations and individuals in the West to rethink their relationship with energy security.
Jupiter Asset Management 's investment philosophy focuses on allocating capital through a framework to minimise impact on the planet. Decarbonisation is a core tenet of their approach, as they invest in companies that are reducing their emissions on an absolute basis.
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