Research and Insights

Traditional physical risk tools were built for insurers, not investors. We explore why this mismatch matters.

Our latest research forecasts a likely global peak in fossil CO₂ emissions, based on 24 years of data from major economies. The analysis identifies a 2027 plateau at 36.9 GtCO₂, with annual declines to 2030, and highlights structural shifts in China, the US, and the EU that are reshaping global emissions trends, carbon pricing signals, and transition risk exposure for institutional investors.

Our latest research uncovers the emissions footprint of private equity, an $8.2 trillion asset class largely overlooked in climate risk reporting. We show how our machine learning model outperforms traditional estimation methods by up to 7x, enabling more accurate and consistent emissions insights across unlisted assets.

Our latest research quantifies the climate transition risk for over $24trillion of outstanding global corporate debt. We combine Scope 1, 2 & 3 emissions for over 42,000 listed companies and carbon pricing under 10 different climate scenarios to stress-test the carbon liabilities of the majority of outstanding corporate debt, along with over $2 trillion in 'Green Bonds'.