Shifts & Narratives #17 – Keeping up with climate change in setting long-term asset class views

May 9, 2022

Today climate change is arguably the most critical long-term challenge that humanity is facing. “Climate action failure” is not only the top long-term threat in the World Economic Forum’s Global Risks Report for 2022, but is also a key element for investors to factor in when building long-term assumptions on the economy and markets. Dealing with the changes driven by the energy transition is not about mere minor adjustments on some macroeconomic variables. It requires a complete rethinking of asset class returns forecasting and brings major implications for investors.

Subscribe to the Amundi Research Newsletter

Important legal information.

Please read these terms and conditions carefully.
This part of our website is for the attention of Professional and Institutional Investors and Home Office Personnel only. In the European Union, it is not for non-professional investors as defined by MIFID or in each local regulation for the general public. This website is solely for informational purposes.
This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service. Any securities, products, or services referenced may not be registered for sale with the relevant authority in your jurisdiction and may not be regulated or supervised by any governmental or similar authority in your jurisdiction.
Furthermore, nothing in this website is intended to provide tax, legal, or investment advice and nothing in this website should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. There is no guarantee that any targeted performance or forecast will be achieved.
Amundi owns the copyright and all other intellectual property rights in the website.

By choosing “Accept” you represent that you understand and agree to all the legal terms and conditions of this website.

pulvinar eleifend justo venenatis ante. Sed dictum at odio