The Future of Energy

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.

Investors looking to identify leaders and laggards in the auto industry may need to look beyond pure CO2 reductions or even company-declared EV targets and focus more on how companies are managing the tradeoff between emissions and economics.

Climate-friendly policies and regulations and the massive reallocation of capital needed in the coming years to ensure a successful shift to a net-zero economy should continue to expand the range of opportunities for both companies and investors.

Historically, climate investing has focused on portfolio decarbonization, but investors are increasingly turning to a “finance-the-transition” approach, seeking to invest in transition opportunities. The two approaches are not exclusive and best used hand in hand.