Climate, the energy transition and your portfolio

We all want to tackle global warming and transition to a net-zero world. But doing so isn’t cheap – replacing fossil fuels with renewables will cost trillions, and the inflationary impact is clear. Greater demand for climate solutions raises the price of the diminishing supply of raw materials.

Watch the discussion on the transition’s impact on prices and portfolios with quant researchers Laurens Swinkels and, Martin van Vliet, and Robeco’s Head of SI Research, Rachel Whittaker.