Despite its name the investment industry doesn’t do much investment; it mainly shuffles ownership rights, even in private equity. The climate challenge requires new investment on a staggering scale: new generating capacity, the electrification of everything, emissions-free fuel, carbon capture and sequestration, new supply chains and infrastructure, plus the building of negative emissions technologies. This session looked at the opportunities for new investment, the risk/return trade-off and how investors should approach the opportunities.
Click here to view Arun’s slides [vc_quotes layout=”accordion” 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Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.
Recognizing that climate-related financial reporting is still evolving, the Task Force’s recommendations provide a foundation to improve investors’ and others’ ability to appropriately assess and price climate-related risk and opportunities.
This is the first of a three-part essay that shares how my thinking evolved from evangelizing ‘sustainable investing’ for the world’s largest investment firm to decrying it as a dangerous placebo that harms the public interest.
This report is an excellent critical assessment of the strengths and trade-offs of the options available to measure the alignment of investments with climate goals and is an important contribution to the debate.
This Net Zero America study aims to inform and ground political, business, and societal conversations regarding what it would take for the U.S. to achieve an economy-wide target of net-zero emissions of greenhouse gases by 2050.
This year’s edition of the World Energy Investment report presents the latest data and analysis of how energy investment flows are recovering from the shock of the Covid-19 pandemic, including full-year estimates of the outlook for 2021.
An opinion piece from Robert Armstrong, Financial Times: “We’ve got big global problems. I am a capitalist red in tooth and claw, but I just can’t see how financial markets have a meaningful part to play in solving these problems until citizens and governments act first and decisively.”
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