Trade wasn't the only point of tension at the weekend's G20 meeting. World leaders also expressed differing views about climate change. The US reiterated its decision to withdraw from the Paris Agreement on reducing greenhouse gas emissions, with President Donald Trump saying the US had the "cleanest air we've ever had”. Meanwhile, President Emmanuel Macron of France said leaders had "held the line" on the Paris Agreement, averting the threat that Turkey and Brazil might join the US in withdrawing.

But we believe that such divisions won't stop progress that countries and companies are making toward a more energy-efficient and lower-emission global economy. We see several ways investors can contribute to this endeavor while still focusing on their investment goals.

* Efforts by governments, businesses and citizens to stem carbon emissions should fuel the growth of companies involved in renewable energy output. According to IEA forecasts, the global share of renewables (including hydro generation) used in electricity generation will exceed 35% by 2040, up from 25% today. Wind, hydro and solar offer the most promising growth, in our view, with high potential investments in developers and wind turbine manufacturers. For more small- and mid-cap opportunities across the supply chain, consult our long-term investment theme, Renewables. We also see rising demand for energy-efficient products. For more details check out our long-term investment theme on Energy efficiency.

* Companies that produce electric cars should also benefit from efforts to reduce emissions. We estimate that, by 2025, around 25% of new vehicles sold globally will be electrified, with at least 10% being battery electric. Supportive regulation, falling costs and technical innovation should enable the broader electric, autonomous and car-sharing market to grow around tenfold to USD 400bn. Read more in our Smart Mobility long-term investment theme.

* By choosing sustainable investing options, investors can contribute to reducing carbon emissions and bringing about other beneficial goals while still earning economic returns. Green bonds typically have the same seniority as conventional bonds, yet their investment proceeds are ring-fenced for green projects such as carbon reduction. So political divisions over climate and emissions shouldn't dent the enthusiasm of investors for high-growth businesses in renewable energy and energy efficiency. We see no tension in seeking returns and promoting a sustainable global economy.