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Capital markets will be shaped profoundly as the economy transitions from a depletive economic model to a more sustainable one. Such transitions will inevitably create winners and losers. Within Environmental Markets, a host of macroeconomic factors is driving growth for energy efficiency, renewable energy, water, waste/resource recovery, food, and agriculture related markets. For asset allocators, recognizing such opportunities and seeking higher quality companies with strong business models is key to delivering excess risk-adjusted returns. The next economy is sustainable. In the end, a portfolio that is able to capture emerging alpha opportunities will be the means to long term success.