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IPE webinar on low-carbon transitions

Discussing scenario analysis and its implications for investors
27 May 2020
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    The shift to a low-carbon economy presents investors with significant investment questions. One way to address these questions is to consider scenario analysis. Following our publication of The roads to a low-carbon transition, HSBC Global Asset Management’s Vis Nayar, European and UK Chief Investment Officer and Stephanie Maier, Director of Responsible Investment took part in an IPE webinar to discuss scenario analysis and its implications for investors today.

    The webinar opened up the discussion as to what ‘good’ climate scenario analysis looks like, ideas on how to incorporate this into investment decisions and outlined key concepts behind scenario analysis. The work presented in the paper outlines how the main drivers of the low-carbon transition are reflected in scenario design and how this can inform equity valuations.

    The webinar covered the key takeaways from the report, how there are clear winners and losers within sectors and how our framework can help to identify them.

    To listen to a recording of the webinar please click here