Our Long-Only strategies span Asian, Chinese, Environmental, Global Emerging Markets, Non-US and UK equities.
From 6 to 18 November, Heads of State, ministers and negotiators, along with climate activists, mayors, civil society representatives and CEOs will meet in the Egyptian coastal city of Sharm el-Sheikh for the world’s largest annual gathering on climate action. COP27 will build on the outcomes of COP26 to deliver action on an array of issues critical to tackling the climate emergency – from urgently reducing greenhouse gas emissions, building resilience and adapting to the inevitable impacts of climate change, to delivering on the commitments to finance climate action in developing countries. Faced with a growing energy crisis, record greenhouse gas concentrations, and increasing extreme weather events, COP27 seeks renewed solidarity between countries, to deliver on the landmark Paris Agreement, for people and the planet. As COP27 fast approaches, we thought it would be an opportune time to reflect on some of the expected outcomes from the conference and the potential opportunities these might present for the themes and sub-themes within the TT Environmental Solutions Strategy’s investable universe.
By Harry Thomas
EM equities are currently experiencing one of their biggest ever corrections amid a perfect storm of tighter monetary policy, slowing global growth and crippling risk aversion. Investors may understandably be considering throwing in the towel. However, we firmly believe that the darkest hour is before the dawn, and that far from selling their holdings, investors should be increasing their allocations. Here are five reasons why.
By Niall Paul
The world is not on track to achieve the Paris Agreement temperature targets, and low carbon investing in isolation is unlikely to change this. The magnitude of the environmental crisis facing our planet requires that allocators take bold and creative action. In this paper we set out the case for supplementing a low carbon approach with an environmental solutions strategy, which we believe will grant investors access to the biggest structural growth opportunity of a generation.
By Harry Thomas
We discuss the strategy’s genesis, objectives and key differentiators, before outlining why we find environmental equities so exciting looking forward.
TT International London
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18. Law and Variation
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19. Contact Us
You can contact TT at: T: +44 20 7509 1000, F: +44 20 7509 1289, or by email to email@example.com.
TT International Asset Management Ltd.
International Investment Management LLP
62 Threadneedle Street, London, EC2R 8HP, England
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