Rethink net zero - Lombard Odier Investment Managers

Decarbonisation solutions beyond simple exclusion.

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... Investors must be alert to the risks – and US$ 5.5 trillion in opportunities – embedded in this transition. Lombard Odier IM believe businesses and assets that are on a viable pathway to achieve carbon-neutral status and successfully manage transition risks will benefit from premium valuations versus their peers. What does the net-zero challenge encompass and what solutions are available?

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