“The Trump effect is a temporary cloud on the near-term outlook. But paradigm shifts have always been volatile, uneven and non-linear. It is critically important to stay the course and continue to travel toward the long-term destination, which remains as clear as ever, that the transition is inevitable.”
- Lucian Peppelenbos is the Climate & Biodiversity Strategist at Robeco where he is primarily responsible for overseeing Robeco’s work on decarbonising its investment portfolios and integrating climate and nature-related risks and opportunities in the investment processes.
Like many of our EU-based clients, the YFYS reform for superannuation products intensifies the regulatory scrutiny of Australia’s pension and long-term savings plans. Under such constraints, we see transition products as key in balancing a portfolio’s long-term performance goals with net zero compliance targets. Alongside existing climate frameworks and net zero products, Robeco has launched several strategies that invest in the vital bridge solutions needed to accelerate the transition.
We also see strategic engagement as an effective tool to convince high-emitters to change course. That involves sharing specialised industry research on more sustainable technologies, best practice, peer performance and the evolution of regulations.
Lucian will be presenting at Global Investment Institute’s upcoming Net Zero Investment Forum, taking place on Thursday, 13 March 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.
Read More
