Socialization of Climate Change

In this letter, we explore the socialized costs of climate change, particularly in the context of real estate and insurance. We share our portfolio’s climate themes, including low carbon technological innovations and changing consumer behavior, spotlighting General Motors as an example of a traditional company strategically navigating the shift toward a low carbon economy.

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Climate Change’s Inflationary Impact on Food

In this quarterly update, Redwood Grove looks at how climate change impacts food production: altering flavor profiles, complicating growing conditions and disrupting supply chains. Examining climate change’s inflationary impact on food, we discuss a new addition to our portfolio, International Flavors and Fragrances (IFF) and the continued role of flavoring companies as food manufacturing adapts to new climate challenges.

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In the latest update from Redwood Grove, we look at the alarming rise in global temperatures, the market’s short-term focus with renewable energy stocks experiencing a significant sell-off, and discuss the increasing attention on the economics of climate change and the importance of a long-term view.

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