While COP30 is currently taking place, Sycomore AM is releasing a new analysis highlighting a key reality: climate adaptation is a key theme for both businesses and investors seeking sustainable value creation and resilience.
Key insights from the publication:
- Despite progress since the Paris Agreement, the world is still heading toward ~2.7°C of warming by 2100
- We believe that integrating adaptation, not just mitigation, is a strategic imperative to investment decisions
- Climate change-fueled extreme weather events could shelve 2.5% of global GDP by 2030
- Damages to infrastructures, supplychain disruptions and productivity losses will test corporate resilience and preparedness
- Adaptation needs amount to hundreds of billions, also creating investment opportunities
- Adaptation solutions must be assessed through a sustainability perspective, considering potential trade-off with mitigation, biodiversity preservation, and social objectives
At Sycomore AM, we integrate physical risks and analyse adaptation action plans into our ESG analysis framework and also engage companies on this key issue.
Read the full publication :
COP30 Adapting to Reality: Why climate resilience is the next frontier for investors ?
