Challenge and opportunity in decarbonisation

Companies face increasing decarbonisation risk and regulation

Companies are responding to the climate challenge, but is it enough? Over 60% of the S&P/ASX 200 by market cap have committed to net zero carbon emissions or carbon neutrality by 2050. However, it is up to investors to assess the credibility of each company's road to decarbonisation. Simply reviewing a company's carbon footprint is not the answer. It is backward looking. One needs to be forward-looking to understand the real risks. These risks are increasingly prevalent in a world with a price on carbon.