Investment themes
Climate Adaptation
Resilience, resource productivity, critical minerals and storage.
Climate adaptation is increasingly central to business strategy as rising temperatures, extreme weather, and resource volatility reshape operating conditions. Companies are rethinking how they design, power, and manage their operations to ensure efficiency, resilience, and continuity in a changing climate.
A reliable supply of critical minerals has also become vital, driving the need for improved recycling, circular supply chains, and diversified sourcing. Storage technologies, including advanced battery systems, serve as one example of how innovation can support more stable energy use and accelerate the broader climate transition.