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The Climate Transition Is Increasingly About Opportunity
May 15, 2023
Today, investors are more able than ever to turn the risks of the shift to a net-zero economy into opportunities, thanks in part to innovation and policies that have lowered the cost of transition technologies. In fact, evidence suggests that companies which seize opportunities associated with the net-zero transition can create sustainable value.
Our research shows that in the most emissions-intensive sectors, for example, companies that had a higher share of revenue from alternative energy, energy efficiency and green buildings had significantly faster earnings growth than their sector peers over the last few years.
Climate-friendly policies and regulations and the massive reallocation of capital needed over the coming years to ensure the long-term health of the planet should continue to expand the range of opportunities for both companies and investors.
Faster earnings growth associated with more green revenue
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Research authors
- Chris Cote, Executive Director, MSCI Research
- Guido Giese, Managing Director, MSCI Research
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