New Commodity Markets
New Investment Ideas
Carbon Markets and the Green Transition
Starting from many years in a pure global macro environment, in 2025, C. Macdonald (Europe) began the transition towards a Climate Investing Resource Centre. With exponential increases in compliance emissions trading volumes but also a rapid evolution in voluntary market credibility, the ETS investor landscape has become a real and compelling portfolio component for climate aware investors seeking both opportunity as well as diversification.
· Strata Transitions helps position firms and portfolio managers for the coming decade in capital markets which will increasingly direct investor flows toward low-carbon assets and climate-aware technologies. Equally, as pools of expertise emerge investors and fund managers will seek out the winners, both current and future in money management performance.
· Operationally, satisfying a growing demand for investor platforms which enable better risk assessment, valuation, execution and regulatory adherence.
· Assisting firms transitioning from ad hoc compliance to emissions becoming a tangible financial variable in corporate strategy and investment decisions.
· Regulatory scope and adherence shifts investor characteristics away from voluntary/ethical based investing and into a category of competitive firm interaction and risk based on real financial incentive and risk management.