Risk & Reward: Balancing security, returns and climate
Finance & Investment/Trading & Risk Management/ESG
The forecast for energy transition rollout has been upended by everything from geopolitical conflict to rising interest rates and unpredictable supply chains. While investors are increasingly correlating progress on climate outcomes with their energy investments—and demanding robust returns at the same time—the resurgence of energy security as a central component of energy and sustainability investing is further destabilizing assumptions. How are investment models and strategies evolving in response to these new challenges?