Report
The megatrend of transition investment: strategic issues and methodology for assessing corporate transition plans
Buoyed by an incentivising regulatory context (SFDR, CSRD, UK TFMR, etc.), transition investment aims to accelerate the decarbonisation of the real economy. This new megatrend is based on one key condition: a credible transition plan for emitters. On the basis of a methodology that relies on regulatory guidelines (CSRD, CS3D, ISR Labels, etc.), seven sectors stand out in our analysis: utilities, oil & gas, cement, steel, real estate, construction/concession and autos. RWE, Naturgy, Repsol, Vicat, SSAB, Covivio, DEME Group and BMW are companies in rapid transition.
Provider
Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Marc Lavaud
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