Inversión sobre el clima

Emergencia

El cambio climático es el mayor reto al que se enfrenta la humanidad. El aumento del nivel del mar desplaza a millones de personas, y las consecuencias económicas serán catastróficas si no se hace algo. No podemos dejar que las generaciones futuras salven el planeta: debemos actuar ya.

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77%

of global investors see climate change as a key theme in their portfolios by 2025-2026

Climate change has become increasingly important to investors’ investment policies, and this is set to continue. In our 2024 Global Climate Survey, 77% of all investors surveyed said they expected the issue to be central to, or a significant part of, their investment policy in the years up to 2026, up from 62% making such a commitment today.

The survey shows that Asia Pacific investors have overtaken their counterparts in Europe in making it a priority in 2024, with 79% now doing so. In projections for two years’ time, Europe gains back the baton, with 89% forecasting that it will be central to investment strategy.

Globally, the average figures took a slight knock due to declining interest in North America, following a backlash against ESG investing amid the energy crisis of 2022-2023 in which fossil fuel use rose. Enthusiasm there, though, it set to rise again over the coming two years to more than half of North American investors.

El cambio climático se está convirtiendo rápidamente en una parte esencial o significativa de la política de inversión

El cambio climático se está convirtiendo rápidamente en una parte esencial o significativa de la política de inversión
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El futuro de la humanidad y, de hecho, de toda la vida en el planeta, depende ahora de nosotros

El cambio climático es una cuestión cada vez de mayor debate, sobre todo si uno tiene que sufrir sus consecuencias. Solo en los últimos años hemos asistido a fuegos forestales fuera de control en Australia, huracanes extremos en EE.UU. e inundaciones en todo el mundo. Miles de personas han fallecido o perdido sus hogares, o han sido desplazadas.

La cuestión ha dejado frases memorables de personas que en algunos casos han dedicado su vida o su trabajo a combatirlo. Aunque son los políticos los que tienen el poder real para adoptar medidas que aborden el calentamiento global, no solo ellos son influyentes.

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Valga como ejemplo Sir David Attenborough. Este naturalista y locutor de 94 años de edad ha dedicado una carrera profesional de siete décadas a celebrar la ‘Vida en la Tierra’ (como su programa más emblemático indica) y la fragilidad de la misma. Su emotivo documental, ‘Una vida en nuestro planeta’, expone cómo los seres humanos han causado una inmensa destrucción en el planeta. Contenía una memorable advertencia a la humanidad:
“Nunca antes habíamos sido tan conscientes de lo que le estamos haciendo al planeta, y nunca antes habíamos tenido la capacidad de hacer algo al respecto… El futuro de la humanidad y, de hecho, de toda la vida en la tierra, depende ahora de nosotros”.

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Con el registro de nueve de los diez años más cálidos acaecidos en la última década, nadie puede ignorar ya los efectos del cambio climático. Como Barack Obama, anterior presidente de EE.UU., dijo:
“Somos la primera generación en notar los efectos del cambio climático y la última generación que puede hacer algo al respecto”.

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The concept of Earth being our only home, and one which we must therefore save at all costs, was neatly put by French President Emmanuel Macron, who said:
“By polluting the oceans, not mitigating CO₂ emissions and destroying our biodiversity, we are killing our planet. Let us face it, there is no planet B.”

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The United Nations’ response to the report of its climate panel was unequivocal. In 2021, UN secretary general, António Guterres said the then latest IPCC report warning that the world was nowhere near meeting temperature goals was “code red for humanity,… the alarm bells are deafening’’. In the wake of the 2023 update, he said:
“The IPCC report is a clarion call to massively fast-track climate efforts by every country and every sector and on every timeframe. Our world needs climate action on all fronts: everything, everywhere, all at once.”

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At Robeco, we believe we are also part of the solution by investing in companies that make a difference. And as our CEO Karin van Baardwijk makes clear, this is our top priority:
"We have to recognize that the effects of climate change are also top-of-mind for us all, not just as investors but as citizens too. We know that the low-carbon transition is disruptive with impact on companies that can’t keep up. However, at the same time, it’s providing opportunities for those that can."

La inversión climática no es solo la próxima gran oportunidad

Lucian Peppelenbos (Estratega climático) y Carola van Lamoen (Responsable de Inversión Sostenible) analizan el cambio climático y la inversión climática desde todos los ángulos. Escuche el trailer o el podcast completo de 25 minutos.

Un gráfico revelador

This chart from the World Resources Institute using data from the IPCC 2023 report makes for sober reading. Global warming is causing records to be broken every single day, and it will only get worse while emissions are still rising.

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Source: WRI

These two charts show how much damage has been done over the last two centuries. While the industrial period effectively began with the advent of steam power in the 1780s, reliable data only goes back to 1850, which is now used for analysis.

The first chart shows how global surface temperatures have increased to at least 1.1 degrees above pre-industrial levels, creating the warmest multi-century period in more than 100,000 years.

NASA’s own research puts the level of global warming even higher, at 1.17 degrees in 2023 than the long-term average for the time of year, and up to 1.36 degrees in total since the industrial era.

The second shows how greenhouse gas concentration levels are now at their highest levels since prehistoric times. Since emissions are still rising, these concentrations are expected to increase.

El IPCC ha advertido de que no vamos a conseguir limitar el calentamiento global, pese a disponer de las herramientas y el know-how

We are not on track in tackling global warming, though efforts to combat it with net zero 2050 implementation plans have improved. That’s the key message from the 2023 UN Intergovernmental Panel on Climate Change (IPCC) report.

“Human activities, principally through emissions of greenhouse gases, have unequivocally caused global warming, with global surface temperature reaching 1.1°C above 1850–1900 in 2011–2020,” the report says.

“Global greenhouse gas emissions have continued to increase, with unequal historical and ongoing contributions arising from unsustainable energy use, land use and land-use change, lifestyles and patterns of consumption and production across regions, between and within countries, and among individuals.”

“Global greenhouse gas emissions in 2030 implied by nationally determined contributions (NDCs) announced by October 2021 make it likely that warming will exceed 1.5°C during the 21st century, and make it harder to limit warming below 2°C.”

El IPCC ha advertido de que no vamos a conseguir limitar el calentamiento global, pese a disponer de las herramientas y el know-how

Lea más sobre la inversión climática