The hot twenties.
(Reading time: 4 - 7 minutes)
Climate as an investment factor. The fight against climate change will dramatically change the way we do business in the future. This will widen the gap between winners and losers among companies. The Lerbacher Runde explains how investors should react to this.
"There is an interesting study," says Stephan Kemper, BNP Paribas WM Private Banking: "On behalf of the 'Financial Times', the impact of a CO 2 price of 100 euros was calculated for the 1000 largest listed companies - today the CO 2 price is just under 60 euros. The result: the top ten percent would gain 30 percent in market value, the bottom 50 percent would lose." Welcome to the net zero path. "Climate change is a driver of enormous upheaval," Axel Angermann, FERI Trust, is...