サステナビリティ: COP27

前回のCOP26の最優先課題は、1.5度目標を維持するための合意を固めることでした。石炭やメタンの段階的削減、森林破壊の阻止、電気自動車の普及の加速など、合意の内容は極めて重要なものです。しかし、この目標は地球温暖化の予測値を2.5度から1.5度に下げるに過ぎません。今年は「人と地球のための配達」に焦点をあてています。

要点
  • 前回COP26の合意への追加や「国が決定する貢献(NDC)」のアップグレードは、現在のNDCの実行、気候緩和、行動と適応の戦略に取って代わられると見られています。
  • COP27で引き続き中心的なテーマとなる「金融の役割」が注目されます。
  • 今後、公的部門と民間部門の両方が、気候変動資金を中心としたイノベーションに重要な役割を果たすことになるでしょう。
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Top Insights

市場は大きく変化しています。再び資本の調達コストの高まりが懸念され、株式以外の選択肢を検討する必要があるかもしれません。ただ、これは単に、超低金利と良好なインフレ環境が長期化した金融市場が正常な状況に戻ったことを意味するのでしょうか。それとも、この先には何か不確定要素があるのでしょうか。2023年は市場が調整され、安定し始めるにつれて、投資家にとって潜在的な機会が出現する可能性があると考えています。

詳しくはこちら

戦争、景気の減速、エネルギー価格高騰を背景に、今年は持続可能性へのコミットメントが試される1年となっています。困難にかかわらず、こうした問題は最終的にはエネルギー転換を加速させる役割を果たし、サステナブル投資機会を積極的に追求しようとする投資家を後押しすると思われます。

詳しくはこちら

ウクライナでの戦争をきっかけに起こったエネルギー危機を受けてエネルギー転換が見直されており、原子力と天然ガスという議論の分かれる電力源に注目が集まっています。持続可能な投資に関するEUタクソノミーに含めることで、将来のエネルギーミックスにおける原子力と天然ガスの役割が明確になるのでしょうか。

詳しくはこちら