Markets were hit hard by the pandemic in early 2020. A second wave emerged later in the year, continuing into 2021. Now that the pandemic has challenged the role of the US and other developed markets (DMs) as safe havens, we dig into what emerging markets (EMs) offer to portfolio investors.

What does investing for a low-carbon economy mean? In our latest podcast, Brian Blackstone discusses a new white paper, The decarbonizing portfolio, with Marisa Drew, Chief Sustainability Officer at Credit Suisse, and James Gifford, Head Impact Advisory, to find out more about low-carbon investing and how investors can use their capital to make an impact on climate change.

Progress on the COVID-19 front has been slow and bumpy, with many Western economies still stuck in more or less stringent lockdowns. Indeed, we expect the ongoing restrictions to lead to a soft patch in economic activity this quarter.

Climate change investment has a growing profile. Investors face risks as the world transitions to a low-carbon future. But a greener economy will also bring opportunities. In response, investors need to think about how low-carbon investing can help them prepare their portfolios.