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Lombard Odier Investment Managers

2023 Top 500 Ranking: 274

As carbon-intensive sectors retreat, what equity opportunities lie ahead?

As carbon-intensive sectors retreat, what equity opportunities lie ahead?

With the energy shock subsiding and the climate transition back in focus, what potential equity upside might companies aligning to net zero offer investors? Forecasting how a carbon-constrained economy would impact businesses’ growth, earnings and valuations, we gain insights into how firms that are genuinely decarbonising could benefit performance.

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