Clive Burstow, Head of Global Resources, discusses why resources companies are part of the solution, rather than the problem, in the transition to a cleaner world.
Navigating Climate Risk
Understanding, assessing and mitigating the impacts of climate change.
As the world grapples with the reality of climate change, asset managers like Barings have the opportunity to find potential solutions and the responsibility to help their clients navigate the many associated risks.
Integrating climate-related factors into our bottom-up investment process helps us identify which companies are best mitigating or managing climate risk.
We rely on proprietary tools to assess our portfolios' carbon footprint, including models to estimate carbon emissions where third-party company data is unavailable.
We believe engaging with companies, rather than relying solely on exclusion, is an effective way to identify progress and drive positive change.
There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.
In the race toward net zero, the ‘cost of carbon’ may continue to affect company valuations. Understanding this potential impact is critical to identifying those businesses that are best-positioned for long-term outperformance.
The transition to a low or zero-carbon economy is one of the greatest challenges, but also opportunities, of our time.
Can Emerging Markets Make the Climate Transition?
Reaching decarbonization goals requires EMs to agree on actionable plans. Watch our webinar for a debate on what metrics should be measured, how countries and companies can progress, and the various roles that policymakers, companies and capital providers play in the process.
Investing in Lasting Change, Together
The best way to effect positive change is to actively drive it.
At Barings, we strive to act responsibly today in order to help deliver a more sustainable tomorrow. We are deliberate in our direction, partnerships and decision making to achieve long-term, lasting change.