China’s largest listed companies are navigating a complex transition landscape, balancing record-breaking renewable growth with a surge in new coal approvals. As regulatory signals shift and emissions trading expands, the SSE 50 provides a unique view into how climate goals and energy security are unfolding on the ground.

Traditional physical risk tools were built for insurers, not investors. Our paper explores why this mismatch matters.

Our latest research forecasts a likely global peak in fossil CO₂ emissions, based on 24 years of data from major economies. The analysis identifies a 2027 plateau at 36.9 GtCO₂, with annual declines to 2030, and highlights structural shifts in China, the US, and the EU that are reshaping global emissions trends, carbon pricing signals, and transition risk exposure for institutional investors.

Emissions across the FTSE100 remained flat for Scope 1 and 2 in 2024, but Scope 3 rose slightly, driven by a rebound in Industrials. With a 68% carbon liability under the IPCC Net Zero 2050 scenario, the index faces rising transition risk. While some in hard-to-abate sectors are reducing emissions, others continue to pursue carbon intensive strategies - deepening exposure for investors as climate regulation tightens.

‘The private equity sector left a three billion tonne carbon footprint’ in 2023 reports FS Sustainability, covering Emmi’s new research into this opaque sector. The piece notes that the lack of emissions reporting requirements in the unlisted company sector has previously made it difficult to estimate the carbon footprint of private equity assets, and that ‘this is an increasing problem for investors and other funders as their reporting requirements ramp up globally in 2025’.

Our latest research uncovers the emissions footprint of private equity, an $8.2 trillion asset class largely overlooked in climate risk reporting. We show how our machine learning model outperforms traditional estimation methods by up to 7x, enabling more accurate and consistent emissions insights across unlisted assets.

Our latest Market Snapshot examines emissions trends across New Zealand’s NZ50 index, where Scope 1 and 2 emissions continue to fall, led by energy firms. Just 17% of the index’s market cap accounts for ~78% of total emissions, highlighting concentrated transition risk. While energy companies show tangible decarbonisation progress, hard-to-abate sectors saw emissions rise, reflecting limited low-carbon alternatives. This snapshot offers essential insights for investors weighing transition exposure in a compact market.

Our new Market Snapshot explores the Hang Seng's emissions trends, revealing some interesting emissions figures. Companies representing just ~10% of market value generate about ~80% of total emissions. While China's current energy approach means near-term emissions growth, their renewable investments suggest a significant pivot around 2030, critical insights for investors navigating Asia's climate transition journey.

Our latest Market Snapshot examines emissions trends across Singapore's STI30 index. It highlights emissions reductions in the utilities sector, including the significant impact of strategic corporate decisions about energy transition. We also see important differences between Singapore and Hong Kong, which are relevant to investors looking to increase exposure to Asian markets.

Our latest research quantifies the climate transition risk for over $24trillion of outstanding global corporate debt. We combine Scope 1, 2 & 3 emissions for over 42,000 listed companies and carbon pricing under 10 different climate scenarios to stress-test the carbon liabilities of the majority of outstanding corporate debt, along with over $2 trillion in 'Green Bonds'.

Latest S&P500 analysis reveals Scope 1&2 emissions return to 2021 levels, with utilities and energy sectors driving reductions. Top 10 emitters represent 50.6% of emissions yet only 2.8% of market cap.

Our latest research forecasts a likely global peak in fossil CO₂ emissions, based on 24 years of data from major economies. The analysis identifies a 2027 plateau at 36.9 GtCO₂, with annual declines to 2030, and highlights structural shifts in China, the US, and the EU that are reshaping global emissions trends, carbon pricing signals, and transition risk exposure for institutional investors.