Document summary
The performance of and outlook for climate change investment opportunities are examined. There is a continuous broadening of focus on Deutsche Bank’s climate investment universe and the choice of “vehicles” or investment strategies to capture a superior risk adjusted return at an asset class level. In public equities there is the recommendation to look at more diversified and larger cap companies that offer a wide range of climate solutions, rather than emphasising “pure-play” companies that focus solely on renewable energy technologies such as wind and solar.