Transition investing: Exploring alpha potential

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Climate change is a systemic challenge, requiring a more pervasive transformation of various sectors and industries than often assumed. Simply adding more solar and wind or plugging more EVs to the grid is not enough to solve for the complex puzzle called ‘net zero’. Moreover, climate transition creates new challenges too. For example, how should we ensure equity and inclusiveness for workers and communities that still depend on fossil fuels? How can we enhance the efficiency and resilience of our food, transport, and building systems, which account for a large share of global emissions?

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