Would US Private Capital Flows into Climate Solutions Remain Strong in a Second Trump Administration?

Yes, we believe that private investment in climate solutions would continue apace in a second Trump administration, given strong demand for clean energy, supportive and resilient US government policies, and robust investment opportunities that will continue to be attractive to many investors. Long-term capital flows into climate solutions reflect market-driven structural tailwinds. The drivers of […]

September 2024

Simplifying Net Zero Implementation: Possible Pathways to a Portfolio That Can Be Good for the Climate

In our 2023 ‘From Policy to Implementation: A Net Zero Playbook for Investors’, we laid out why and how an investor might incorporate climate goals into their portfolio without compromising its financial goals. Subsequent experience has shown us new ways to streamline the process, as investors often get bogged down in reporting and activities that […]

September 2024

2024 Outlook: Sustainability & Impact

We expect more companies will set science-based targets to reduce their emissions and develop credible transition plans to meet their targets. We believe funds raised by natural capital strategies will hit a new record and that California carbon allowances will outperform global equities. 2024 Should Be the Year of the “Transition Plan” Simon Hallett, Head […]

December 2023

Strategic Investor Engagement: Driving Stewardship for a Net Zero Future

To accelerate net zero objectives, investors are well placed to leverage their voice as asset owners through stewardship and engagement activities with investments not aligned with a net zero pathway. Climate-related engagement can yield significant positive outcomes, and there are multiple ways to engage depending on an investor’s capacity and resources. Recent research shows that […]

October 2023

Is Now a Good Time to Invest in the Energy Transition?

Yes, the transition to a low-carbon economy is producing a myriad of productive ways to put capital to work. Considerable capital will be needed to fund the massive investment required over coming decades. Investors looking to maximize impact should invest in strategies that lean into recent policy initiatives (e.g., the Inflation Reduction Act [IRA]) and […]

August 2023

A Social & Environmental Equity Investing Framework for Better Real-World Outcomes

Investing can often feel like steering a ship through stormy seas, traversing risks seen and unseen. In recent years, the siren song of investment products that appear aligned with achieving genuine social and financial returns—but are merely designed to attract assets—is one such danger. And this trend, coupled with economic uncertainty, creates a perfect storm […]

March 2023

Climate Tech’s Evolution: The Maturation to a Competitive, Returns-Focused Thematic Investment Sector

Climate technologies (climate tech) have gained popularity among investors in recent years. These technologies encompass a broad set of assets that seek to provide solutions to the challenges associated with climate change. Such assets often include contribution to decarbonization of the global economy and incorporate investment themes such as the energy transition, sustainable food systems, […]

February 2023

Climate Solutions Investing: Your Toolbox for Building a Diversified Investment Portfolio

Climate change is one of the most pressing global challenges, but it also presents significant investment opportunities in the coming decades. All investors should consider exposure to solutions that help mitigate the systematic risks of climate change, as they will benefit economically from a world that is seeking to decarbonise and become more resource efficient. […]

February 2023