Why This Hedge Fund is Betting on Climate Change


Climate change has become a significant investment. 

According to Robert Gibbins, who manages $5.5 billion in AUM at Autonomy Capital, climate change or global warming is here and now. It’s not something that just future generations will face.

Investors should, therefore, structure portfolios that will consider a world that is swiftly overheating and going underwater.

Carbon – waste or money?

Gibbins should know what he is talking about. He has earned a lot of money on European carbon-futures contracts. Carbon will be an expensive by-product due to global warming.

Gibbins expects good pickings in the sector.

His fund has generated an annualized 12.85% net of fees since its inception in November 2003, versus 8.9% for the S&P 500 index, based on a strategy tracking major economic and political trends.

Recent calls include shorts on the debt and currencies of Turkey and South Africa, and a long view on Argentina.

Weak economies, in Gibbins’ view, will be further stressed by climate change.

On Trump and Climate Change

Gibbins believes that despite Trump’s rejection of the Paris Climate Agreement, the U.S. will eventually partner with Europe. This partnership would structure a global deal to rein in carbon emissions and punish countries that fall foul of the accord.

Big Oil and oil-based economies like Nigeria will face serious challenges.

Free Industry News

Subscribe to our free newsletter for updates and news about alternatives investments.

  • This field is for validation purposes and should be left unchanged.


Latest Alternative Investment News

FinTech: Adyen Launches ‘Payout Services’ For Faster Payouts To The Gig And SMB Economies
June 2, 2023     FinTech, News

Adyen, a global financial technology platform, has launched Payout Services, allowing its customers to make instant payouts to their users or partners. By connecting directly to real-time payment rails, Adyen’s…

Digital Assets: Oracle Red Bull Racing Seeks To Digitize Engagement With Fans On The Sui Blockchain

Oracle Red Bull Racing has announced a multi-year partnership with software company Mysten Labs to collaborate on Sui, which will serve as the team’s Official Blockchain partner. Sui, a Layer…

Venture Capital: Bold, L’Oréal’s Venture Capital Fund, Buys A Stake In Exotic Cosmetic Ingredient Maker Debut
June 2, 2023     News, Venture Capital

L’Oréal’s (EPA: OR) corporate venture capital fund, BOLD, has announced a minority investment in Debut, a US biotech company specializing in the discovery, formulation, and manufacture of novel ingredients and…

Artificial Intelligence: In Flight Simulation, An AI Drone Tries To Kill Its Own Handler
June 2, 2023     Artificial Intelligence, News

During a simulated test at a London summit, an AI-controlled drone turned against its human operator, raising significant ethical concerns. Air Force Colonel Tucker “Cinco” Hamilton shared the incident, which…