Document summary
In the context of climate and green policies gathering new momentum after years of adverse economic and regulatory conditions, this report looks at the exposure of top Green Impact stocks to secular growth drivers. The positive environmental impact of their core business is assessed using the following clusters (a) eco-products & services, (b) energy efficiency, (c) forestry, (d) green cars, (e) railway, (f) renewable energy and, (g) waste and water management. The report goes on to highlight companies expected to successfully transform their product portfolios into growth-related assets, and attempt to shed light on neglected pure green plays as well as longstanding convictions on green economy leaders.