Changing climate investment thesis

Hi all,

Unfortunately, the climate change is real. Investments in supporting a slowdown/stop of this change is part of my investment strategy.

On the other hand, I believe we have live with extreme/warmer weather conditions in the foreseeable future as the climate system is inert. With this in mind, what do you think could be a good opportunity with an investment horizon of 10-15 years?

I could imagine vineyards as swiss wine could profit from the climate change. Any other ideas?

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If you’re interested in commodities: I find carbon credits quite interesting (e.g. KraneShares Global Carbon Strategy ETF | KRBN or others)

I am not sure how vineyard could benefit from uncertainty weather with hailstorm balancing drought.

Current Swiss climate is close to Burgundy that produce great wines.

You could look for specialised ETF such as Water or weapons.

In my case, I am not doing anything special as it should be already priced in by the market.

I will recommend you these shorts video from Ben Felix:

I will avoid buying a house in southern France, Spain, Portugal or southern Italy for long term.
Especially not close to a coast or a river.
Maybe buying a property on altitude could be a good option if not too close to a forest.


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