What is climate resilience and why is it an investment opportunity?

Climate resilience refers to the ability of systems, communities, and infrastructure to withstand and recover from climate-related shocks like extreme weather events. As climate change intensifies, governments and businesses are investing heavily in solutions that help adapt to these challenges, creating growing demand for companies that provide resilience technologies and services.

How do climate adaptation companies differ from clean energy or sustainability stocks?

While clean energy companies focus on reducing carbon emissions to prevent further climate change, adaptation companies build solutions to manage the climate impacts already happening. These include flood protection systems, water management technologies, resilient infrastructure, and monitoring systems. They represent a different but complementary approach to addressing climate challenges.

What are some key catalysts driving growth for these companies?

The main growth drivers include increased government infrastructure spending on climate adaptation, rising insurance requirements for climate-resilient buildings and systems, regulatory changes mandating climate risk assessment, and the growing frequency of extreme weather events creating immediate demand for solutions.

What industries are represented in the Planetary Resilience Portfolio?

This portfolio spans several sectors including water technology, infrastructure engineering, environmental monitoring, energy resilience, environmental services, and specialized construction. What unites them is their focus on building physical systems and technologies that help society function despite increasing environmental volatility.

15 handpicked stocks

Planetary Resilience Portfolio

Companies building the critical infrastructure and technologies our world needs to adapt to increasing climate volatility. These stocks represent leaders in climate resilience solutions, carefully selected by professional analysts for their focus on protecting communities and essential systems.

Han Tan | Market Analyst

Updated 1 day ago | Published at juin 18