Let's Talk About ESG Ep.16: What higher carbon prices mean for equity valuations
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If carbon prices were to reach $75-per-tonne of CO2 emissions, even ESG-screened global equity indices will not immune from the fall in valuations.
That is a scenario modelled by the team led by Nikesh Patel, head of investment strategy at Kempen, who calculated that global equity valuations could decline on average by 4% and even by 20%, if Scope 3 emissions are taken into account.
In this podcast, Patel explains what allocators can do beyond investing in sustainable strategies and what he expects from the forthcoming COP26 summit.
That is a scenario modelled by the team led by Nikesh Patel, head of investment strategy at Kempen, who calculated that global equity valuations could decline on average by 4% and even by 20%, if Scope 3 emissions are taken into account.
In this podcast, Patel explains what allocators can do beyond investing in sustainable strategies and what he expects from the forthcoming COP26 summit.
