What are the best plays for climate change investors?

Frances Hudson, global thematic strategist, Standard Life Investments The increased focus on climate change appears in a number of guises and is subject to a number of influences. A key determinant of which of the different strands are likely to yield the best returns is affordability. In cash-strapped developed economies, for instance in Europe, subsidies are being withdrawn and commitments to technologies that are not yet on a sustainable track are being scaled back. In contrast, the position in emerging economies is more favourable with China becoming a leading investor in alternate ...