This report from Schroders, authored by Isabella Hervey-Bathurst, examines recent trends in corporate climate commitments and their implications for investors.
• Recent Developments: High-profile companies like Volvo, Air New Zealand, and Shell have scaled back or withdrawn climate goals, citing operational, regulatory, and cost challenges.
• Market Dynamics: These adjustments reveal a transition from goal-setting to implementation, exposing both greenwashing and genuine leadership.
• Key Opportunities: True climate leaders, such as Microsoft, demonstrate commitment through innovative solutions like nuclear energy investments to offset emissions.
For an in-depth analysis of climate leadership trends and investment strategies, access the full report.