Recent market volatility, the macro environment, changes to corporate sustainability targets and policy uncertainty have challenged sustainability themes globally.
Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), discusses what corporates could prioritise from a sustainability lens amid an increasingly deglobalised operating environment.
He believes that (1) improving consumer efficiency to reduce consumption intensity and mitigate inflationary pressures as well as (2) the ability to maintain reliable power demand amid aging infrastructure and more extreme weather events by recognising potential downside risks from slowing global growth, could collectively be “efficiency” and “reliability” verticals that can support corporate resiliency in navigating today’s volatility.
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