Climate transition strategies involve challenging implementation questions. Among the most important: “Which index should we use?”
Author: Tom Lyons
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In the fourth episode of Allspring’s 2023 outlook series, the topic of conversation is how our climate is increasingly influencing societies and markets and the potential implications of that. Tom Lyons, head of Climate Investment Research, and Nashat Moin, senior ESG (environmental, social, and governance) analyst on the Global Fixed Income Research team discuss this with Jamie Newton, head of Global Fixed Income Research for Allspring.
As we write this article in mid-August, authorities across the Rocky Mountains are issuing flood warnings. Monsoon rains have drenched deserts and mountains in Arizona, Nevada, Utah, Colorado, and Wyoming, with eight million Americans significantly affected. These extraordinary conditions belie an even more severe and longer-term challenge: the intense drought crisis throughout the western U.S.
Tom Lyons, senior investment analyst and head of Allspring’s Climate Investment Research team, and Andy Hunt, head of Fixed Income Solutions, discuss climate change and how to navigate the current challenges and opportunities in climate transition investing, especially for fixed income investors.
You think that because you understand “one” that you must therefore understand “two” because one and one make two. But you forget that you must also understand “and.”
— Donella Meadows, Thinking in Systems, 1990
