极端高温重塑欧洲股市投资逻辑!制冷、电网等企业或吃下“气候红利”

智通财经
3 hours ago
【极端高温重塑欧洲股市投资逻辑!制冷、电网等企业或吃下“气候红利”】智通财经APP获悉,即便欧洲的热浪终于开始消退,但基金经理们表示,他们仍在努力评估气候变化将如何影响其投资组合。百达资产管理的高级投资经理凯蒂·塞尔表示,该公司近期不断接到客户来电,咨询极端高温带来的风险与机遇。塞尔表示:“气候适应与韧性是未来十年最重要的投资主题之一,但同时也是最难把握的主题之一。”美国资产管理公司Nuveen表示,欧洲的干旱很快将开始影响企业信用利差。Rathbones Asset Management的基金经理大卫·哈里森则表示,他看好参与气候解决方案以及电网基础设施建设的企业。

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