高盛：2024适应报告：物理风险，金融风险，机会（英文版）

We believe Adaptation – proactive or reactive measures to mitigate impacts of rising temperatures – will become a growing theme even if global temperature rise is limited to 1.5 degrees Celsius, the most bullish scenario in the Paris Agreement. We believe investors and corporates will focus on Adaptation through the lens of physical risk, nancial risk, and revenue opportunity. In our report, we segment proactive and reactive drivers of Adaptation investment – to fully address Adaptation chal