Net zero America

With a massive, nationwide effort the United States could reach net zero emissions of greenhouse gases by 2050 using existing technology and at costs aligned with historical spending on energy. Research from the High Meadows Environmental Institute plots a Blueprint for the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour. This session examined the implications for investors. Click here to view Chris’s slides[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Chris%20Greig%22%2C%22job_role%22%3A%22Theodora%20D.%20%E2%80%9978%20%26%20William%20H.%20Walton%20III%20%E2%80%9974%20Senior%20Research%20Scientist%20in%20the%20Andlinger%20Center%20for%20Energy%20and%20the%20Environment%20at%20Princeton%20University%20(Australia)%22%2C%22content%22%3A%22Chris%20Greig%20is%20the%20Theodora%20D.%20%E2%80%9978%20%26%20William%20H.%20Walton%20III%20%E2%80%9974%20Senior%20Research%20Scientist%20in%20the%20Andlinger%20Center%20for%20Energy%20and%20the%20Environment%20at%20Princeton%20University.%20An%20entrepreneur%20and%20former%20CEO%20with%20extensive%20industry%20experience%2C%20Grieg%20conceived%20the%20Rapid%20Switch%20Initiative%2C%20a%20major%20international%2C%20interdisciplinary%20research%20effort%20that%20aims%20to%20accelerate%20progress%20on%20climate%20change%20by%20identifying%20and%20resolving%20the%20critical%20bottlenecks%20that%20slow%20our%20progress%20towards%20deep%20decarbonisation.%22%2C%22image%22%3A%2245825%22%2C%22linkedin%22%3A%22%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Stephen%20Kotkin%22%2C%22job_role%22%3A%22Professor%20in%20History%20and%20International%20Affairs%2C%20Princeton%20University%20(United%20States)%22%2C%22content%22%3A%22Professor%20Kotkin%20received%20his%20PhD%20from%20the%20University%20of%20California%2C%20Berkeley%20in%201988%2C%20and%20has%20been%20a%20professor%20at%20Princeton%20since%201989.%20He%20is%20also%20a%20senior%20fellow%20at%20the%20Hoover%20Institution%20at%20Stanford%20University.%5CnAt%20Princeton%20Professor%20Kotkin%20teaches%20courses%20in%20geopolitics%2C%20modern%20authoritarianism%2C%20global%20history%2C%20and%20Soviet%20Eurasia%2C%20and%20has%20won%20all%20of%20the%20university%E2%80%99s%20teaching%20awards.%20He%20has%20served%20as%20the%20vice%20dean%20of%20Princeton%E2%80%99s%20Woodrow%20Wilson%20School%20of%20Public%20and%20International%20Affairs%2C%20and%20chaired%20the%20editorial%20committee%20of%20Princeton%20University%20Press.%20Outside%20Princeton%2C%20he%20writes%20essays%20and%20reviews%20for%20Foreign%20Affairs%2C%20the%20Wall%20Street%20Journal%2C%20and%20the%20Times%20Literary%20Supplement%2C%20among%20other%20publications%2C%20and%20was%20the%20regular%20book%20reviewer%20for%20the%20New%20York%20Times%20Sunday%20Business%20section%20for%20many%20years.%20He%20serves%20as%20an%20invited%20consultant%20to%20defence%20ministries%20and%20intelligence%20agencies%20in%20multiple%20countries.%20His%20latest%20book%20is%20Stalin%3A%20Waiting%20for%20Hitler%2C%201929-1941%20(Penguin%2C%202017).%20His%20previous%20book%20was%20a%20finalist%20for%20the%20Pulitzer%20Prize.%22%2C%22image%22%3A%2245822%22%2C%22linkedin%22%3A%22%22%7D%5D” title=”Moderator” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Alexandra%20West%22%2C%22job_role%22%3A%22Chief%20strategy%20officer%20-%20investments%2C%20Cbus%20(Australia)%22%2C%22content%22%3A%22%22%2C%22image%22%3A%2246349%22%2C%22linkedin%22%3A%22%22%7D%5D” title=”Investor Response” el_class=””][vc_empty_space height=”10px”]

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America’s net zero opportunity

America’s net zero opportunity

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.

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Team ESG fights back

An opinion piece from Robert Armstrong, Financial Times: “My piece about Tariq Fancy and the case against ESG generated a great deal of mail. At least half of it was positive, mostly in the “thanks for pointing out that the emperor has no clothes” vein. A small minority made ad hominem attacks, which is even more encouraging for a journalist than praise.”

Global Renewables Investment Return 7 Times Higher Than Fossil Fuels

Renewable power investment continues to outperform fossil fuel investment across the globe, according to the latest research. This provides a strong signal regarding the decline of fossil fuel investment.

Investing for Net Zero

Economies, businesses and investors around the globe are joining the UN Race to Zero and committing to net zero 2050 targets. It is estimated that reaching net zero 2050 will require around $1-2 trillion of investment every year.

Climate investing is more than just the next big thing

Two experts discuss the risks and opportunities of climate change for asset managers in this podcast episode released by Robeco.

Towards a long-term net zero climate investment strategy

Over recent years both Phoenix and ASI have worked together extensively on developing a roadmap to integrate ESG principles into the investment management strategies which underpin the management of their assets.

Why Electric Cars Can’t Come Fast Enough

The transition from the ICE age to the EV age over the coming decade will represent rapid change in most countries. But from an environmental perspective, the EV age isn’t coming fast enough.

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