Blog | Not everyone’s a winner: mitigating climate and inflation risk

Market expectations for a global economic recovery and fiscal stimulus have spurred heightened inflation expectations—making inflation protection a priority for many investors.

Meanwhile, climate risk has also emerged as a key risk consideration in recent years, with asset owners naming it as their top sustainability theme in our recent survey. There is a lively debate among economists and central banks about the extent to which climate change is inflationary, but, more practically, where does this leave investors concerned about addressing both climate and inflation risk in sovereign bond markets?

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