Our Work

Below is a small selection of the work that we’ve carried out. Click on a topic to see relevant projects.

The research is clear on stranded assets, but how will the finance sector respond?

A recent Nature Climate Change report reveals transitioning to low carbon economies could see a loss of US$1.4 trillion in stranded fossil fuel assets with a particular impact on OECD countries. Sustainable Investment Manager János Hidi argues that in light of this research, gov...

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What are the impacts of decarbonisation on inflation?

With the rise in fuel and food prices, a cost-of-living crisis and geopolitical unrest, will decarbonisation ease the pressure on inflation or make it worse? Economic Modeller Zsófi Kőműves shares top modelling insights. Over recent months, the Russian invasion of Ukraine has...

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3 practical steps to prepare your portfolio for climate change

Sustainable Investment Manager János Hidi shares 3 practical steps that investors and financial institutions can take as they prepare to finance climate change, and transition to more sustainable portfolios. With global greenhouse gas emissions on the rise again, there is an ev...

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Investor short-termism needs to be fixed to ‘keep 1.5°C alive’

Sustainable Investment Manager János Hidi argues that if the finance sector is to successfully respond to the needs of the climate transition and decarbonisation policies laid out by COP26, investors must start broadening their horizons and shift away from short-term views of th...

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The Role of Climate Change Scenarios In Investment Portfolios

Commissioned by Singaporean investment entity GIC, this report presents the results of assessing the impact of climate scenario analysis on long term capital market returns. The climate transition will impact expected returns and market volatility due to climate-related transitio...

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IPCC report: the macroeconomic impacts of climate action and inaction

The IPCC report has issued a code red, calling for immediate climate policy action. But what are the macroeconomic consequences of climate policy inaction, or action? Economist Zsófi Kőműves unpacks this question, using analysis from Cambridge Econometric's Sustainable Investm...

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Have the NGFS and the Bank of England missed an opportunity to drive the race to net zero?

Cambridge Econometrics conducted analysis with strategic partner Ortec Finance in response to two influential reports published in June 2021. The NGFS published its second iteration of climate scenarios, and the Bank of England published the second iteration of its Climate Bienni...

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Central banks are at the centre of a climate-induced economic transition

Sustainable Investment Manager János Hidi explores how central banks will be affected by climate change and why our global macroeconomic model E3ME is key to preparing for the economic transition that lies ahead. Central banks find themselves at the centre of a climate-induced ...

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Why climate scenario analysis is more than a tick-box exercise

János Hidi argues that investors must act now if they are to be prepared for the climate transition, taking climate scenario analysis to the next level. János introduces the key elements of Cambridge Econometric's global macroeconomic model E3ME that supports the Climate MAPS S...

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Global warming could melt our pension savings

Dóra Fazekas explores what impact climate change will have on assets and pension funds. Are fund managers already assessing these risks on savings? What do they need to adequately assess the threats and prepare for the challenges to come? A recent out of court settlement not ...

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