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In this report, GIC and S&P Global Sustainable1 analyse the projected increase in physical climate hazards for global real estate and explore how investors can better assess physical risks by incorporating the impact of adaptation into their calculations
19 Sep, 2024 ∙ 6 Mins Read
Macro Outlook Sustainability Technology
In celebration of 30 years of partnership, GIC’s Jeffrey Jaensubhakij and Liew Tzu Mi sat down with Bridgewater’s Greg Jensen and Jim Haskel for a Bridgewater Daily Observations videocast, discussing the most pertinent issues for investors in the years ahead.
16 Sep, 2024 ∙ 1 Min Read
While decarbonisation technologies hold great investment potential, climate solution providers must address challenges related to access to capital, industrialisation, regulation, as well as data and impact measurement to be able to scale, concluded the first GIC Insights climate innovation showcase.
29 Jan, 2024 ∙ 4 Mins Read
This research by GIC assesses the decarbonisation investment opportunity based on revenue and value, rather than financing gaps, to produce a holistic view of opportunities across different technologies, time periods, regions, and asset classes.
13 Dec, 2023 ∙ 2 Mins Read
This joint paper by GIC and Planetrics, part of McKinsey Sustainability, introduces a bottom-up approach to climate scenario analysis which can help investors assess the impact of transition risks on both individual investments and the overall portfolio.
24 Oct, 2023 ∙ 2 Mins Read
This joint paper by FTSE Russell, GIC and GMO explores the benefits of green metrics such as Weighted Average Green Revenue (WAGR) in assessing portfolio exposure to climate solutions and their application in climate reporting, target setting, thematic investing, and corporate engagement.
29 Jun, 2023 ∙ 2 Mins Read
By assessing the relative likelihoods of key climate scenarios, the GIC Climate Signposts enable investors to prepare for a range of climate outcomes, including the potential for elevated transition and physical risks as well as greater market volatility.
26 Apr, 2023 ∙ 3 Mins Read
GIC and Ortec Finance’s climate scenarios offer investors a practical tool to analyse the impact of climate risks on financial asset returns and the wider economy. A unique feature of the GIC scenarios is their analysis of market risks, including whether markets price in future climate risks smoothly or disruptively, and whether these would lead to sentiment shocks.
22 Apr, 2023 ∙ 3 Mins Read
Dr Jeffrey Jaensubhakij, GIC’s Group Chief Investment Officer, speaks to Martin Siah, Singapore Country Executive at Bank of America, about the balance between the pursuit of net zero and profit, shifting the mindset of GIC staff, and the challenges that remain with investing in the global transition.
30 Mar, 2023 ∙ 3 Mins Read
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