How high is your portfolio’s exposure to potential stranded carbon assets? According to Generation Asset Management, stranded assets are those with a value that would change dramatically, either positively or negatively, under certain scenarios such as a reasonable price on carbon or water. The soon-to-be-introduced Clean Energy Plan will put a price on carbon emissions for the world’s highest emitter per capita, but the impact on investors is not yet well understood. For Australian companies and their shareholders, it represents a new risk factor, and the way it is managed will increasingly [...]