Investing in the Carbon Transition

If all you're going to do is exclude businesses based on historic or backward looking data, and you're gong to have an incredibly narrow, undiversified portfolio. If you really want to achieve positive change, then you need to be back ing companies that might be in more difficult areas. But hopefully, if they have strong plans to evolve their business, they actually will make a really big difference in terms of moving the world economy forward with regard to the carbon transition.