Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future.

Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios.

We discuss the companies adapting to the new world, the economics of going green, and the businesses that are doing something to change the course of climate change.