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For Professional Clients and, in Switzerland, for Qualified Investors only. In Israel for Sophisticated Investors only. BNY Mellon Investments Switzerland GmbH is a financial services provider in Switzerland and is required to categorise clients, excluding financial intermediaries, in accordance with the Financial Services Act (FinSA). For the purposes of this communication, we have categorised you as a professional client. Professional clients are entitled to provide notification in writing if they wish to be re-categorised.
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IDEAS AND KNOWLEDGE TO INSPIRE YOUR INVESTMENTS THINKING
10 February 2022

Could our carbon transition drive rising inflation?

Given the various dynamics involved, the required spending to achieve net-zero emissions and the reduction in fossil-fuel power generation are likely to be inflationary, before the various ramifications – including the shift to renewable energy – are disinflationary over the long term. But how fast the transition occurs, alongside the unknowns of future government policy and even geopolitical dynamics, mean significant uncertainty remains.

 

Scott Ruesterholz, portfolio manager, fixed income, Insight Investment.

 

Doc ID: 849156

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Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.

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