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Extreme weather is already having meaningful effects on corporate operations, balance sheets and revenues.
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With flooding, storms and extreme heat becoming more frequent and severe, the weather looks poised to play an even more prominent role among investment considerations.
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Utilities, insurers, tourism and logistics are among the sectors where our investment professionals have recently considered the effects of extreme weather.
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Across sectors, the disruptive effect of droughts on supply chains is something investors should keep an eye on in 2024 and beyond.
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