ESG Quick View: El Niño: a taste of climate risks to come?
Insights

ESG Quick View: El Niño: a taste of climate risks to come?

  • El Niño conditions are now in place, with commentators offering predictions on what this may mean for the economy.
  • El Niño cycles are historically correlated with higher inflationary pressures as changing weather can impact crop yields, agriculture, and power – with this coming at a time when global inflation is already high.
  • Exactly how this El Niño cycle will play out is a matter of probability rather than certainty. In particular, uncertainty on how it will interact with the underlying effects of climate change- a central concern for scientists.
  • The way in which a company manages El Niño can serve as an indicator of how well it is considering and managing physical climate change risks. Climate change is already causing extreme weather in many regions of the world and set to worsen in the future.

Interested in learning more?

Climate risks are increasingly factoring into the global economy’s outlook: what does a company’s preparedness for a threat like the looming El Nino cycle say about its ability to handle climate change? Download the full ESG Viewpoint to learn more.

3 August 2023
Albertine Pegrun Haram
Albertine Pegrum-Haram
Senior Associate, Responsible Investment
Share article
Share on linkedin
Share on email
Key topics
Related topics
Listen on Stitcher badge
Share article
Share on linkedin
Share on email
Key topics
Related topics

PDF

ESG Quick View: El Niño: a taste of climate risks to come?

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

Related Insights

16 July 2024

Harry Waight

Portfolio Manager

On your bike - Shimano and cycling

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
4 July 2024

Joe Horrocks-Taylor

Senior Associate, Analyst, Responsible Investment

ESG Viewpoint: Nature Positive commitments: separating the green from greenwash

We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.
Read time - 5 min
19 June 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

Human capital – supply: the impact of demographic transition on investments

Working populations are in decline, with the demographic dividend that has supported economic growth in many developed markets under threat. This will have a direct impact on the firms in which we invest.
Read time - 8 min
23 July 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
22 July 2024

Steven Bell

Chief Economist, EMEA

How would markets fare under President Trump?

Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Watch time - 4 min
17 July 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking points July 2024

Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Read time 2 min
true
true

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Funds and Prices

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our Capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.