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November 2022
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AAM Magazine
November 2022
Back to AAM 25+ Special Anniversary Edition 2021

Planetary risk: Mapping climate pathways to macro and strategic asset allocation

By Salman Ahmed and Anna Stupnytska*   
  • Asia
  • Global
Climate change, and the drive to reduce carbon emissions, must be incorporated into long-term capital market assumptions for a complete picture of returns.
Sponsored Climate change, and the policies aimed at slowing it, will shape the path of economic growth this century. Policymakers face a trade-off between the high upfront cost of moving quickly towards net-zero carbon targets, and the long-ter...

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