The return of transitions
Our long-term outlook reflects our investment philosophy. It is the basis of the strategic asset allocation for our impact equity and bond funds. The challenge is to develop a sustainable system that respects our environment and works to benefit all.
We therefore also describe two possible transition scenarios towards a sustainable society. In the first scenario, we look at the investment implications of a transition towards a carbon-neutral economy. In the second scenario, we look at the implications of transition towards an inclusive economy.