Leading ESG fixed-income investment manager, Cameron Hume, has revealed why simply setting net-zero targets is not enough information for investors wishing to limit their climate risk exposure. In a case study comparing two prominent European utility companies, RWE and E.ON, Cameron Hume identifies that from a risk point of view, the path to achieving a net zero target is as important as the target itself. Investors must consider whether this risk is priced by the market. Analysis of the two companies, their net zero targets and the business transformation required…
Read MoreCameron Hume: Net Zero Targets Alone are Not Enough to Encourage ESG Investments
