Investment Insights

Stress testing equity markets with higher carbon prices

We use a USD150/t global carbon price to stress test the impact on traditional and ESG/climate equity indices, showing the potential advantages for insurance investors (in particular) to hedge their risks by switching into ESG/climate indices.

Portfolio Net Zero Implementation and Return: Not Always a Trade-off

By: Crystal Cheng, Tommy Law

Investors could make tactical and strategic net zero investment decisions in conjunction with DWS’CIO View and Long-Term Capital Market Assumptions on a sector level.

Pensions and Fixed Income: A Window of Opportunity to De-risk

By: Tommy Law

Supporting transformation and sustainability ambition