Robeco explain how transition investing requires a comprehensive approach, balancing impact with financial health, operational track record and the sector’s competitive dynamics. Climate change demands broad solutions beyond just clean technologies, addressing equity for different stakeholders dependent on fossil fuels, and improving efficiency in sectors like food, transport, and buildings.

While renewables and clean-tech sectors face challenges from higher interest rates, they still present growth opportunities. High-performing categories include energy efficiency solutions for buildings and waste management, which have both shown consistent returns, outperforming the MSCI All Country World Index over three and ten-year periods.

Learn more here