Global warming a hot spot for investors

Kerschner should know. He spent nine months researching “Climatic Consequences,” a 120-page report that zeroes in on 74 companies in 18 countries well-positioned to profit from changing weather patterns. “The interest in this report is unprecedented,” says Kerschner. He says presentations to clients are booked through the fall.

Similarly, UBS released a 97-page tome, “Climate Change: Beyond Whether.” And Lehman Bros., with input from analysts in London and Tokyo, this month published a 143-page paper, “The Business of Climate Change”The well-being of the planet, the report concludes, has gone from a “fringe concern” of scientists and activists to a “central topic” for CEOs and investors.

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