Key Points

  • Delayed climate policies disproportionately impact lower income and emerging countries, challenging their transition paths to net zero targets: Private investments will be crucial to finance their transitions.
  • Mineral-rich countries, such as Chile and Indonesia, are better positioned to withstand the energy transition and sustain higher growth, presenting sectoral and commodity investment opportunities for global investors.
  • The next decade may be characterised by a reordering of asset class preferences driven by changing expected returns. India and emerging market equities ex-China look more appealing than developed markets.

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