Emmi Learning Centre

Traditional physical risk tools were built for insurers, not investors. Our paper explores why this mismatch matters.

Emissions across the FTSE100 remained flat for Scope 1 and 2 in 2024, but Scope 3 rose slightly, driven by a rebound in Industrials. With a 68% carbon liability under the IPCC Net Zero 2050 scenario, the index faces rising transition risk. While some in hard-to-abate sectors are reducing emissions, others continue to pursue carbon intensive strategies - deepening exposure for investors as climate regulation tightens.

Our new Market Snapshot explores the Hang Seng's emissions trends, revealing some interesting emissions figures. Companies representing just ~10% of market value generate about ~80% of total emissions. While China's current energy approach means near-term emissions growth, their renewable investments suggest a significant pivot around 2030, critical insights for investors navigating Asia's climate transition journey.

Your essential resource for understanding the Australia's mandatory climate disclosure standard.