Climate Finance x Energy Transition
Climate Finance x Energy Transition
Here is the best and the latest research on the topic by leading asset managers, all at one place.
Why climate finance could be the next big opportunity for the global investors?
Check out our collection of the best research by top tier asset managers and thought leaders in the space. Explore what they are thinking about climate finance and how the sector is expected to deliver in the future.
Feel free to save this post, as we will regularly update this section for the latest research in the sector. Stay tuned for further updates.
TVJ Edition #22 (April 01, 2024)
📝 How private credit can drive the net zero transition (LGIM)
✏️ Evaluating labelled bonds: a robust framework is key (Wellington)
📝 A blueprint for building climate-aware multi-asset portfolios (Wellington)
✏️ Sustainability signals: Gray to green, education, healthcare, financial inclusion (Goldman Sachs)
✏️ The charging challenge: Investing in the decarbonization of transportation (KKR)
✏️ Nature is banking’s next opportunity (BCG)
✏️ Carbon markets: A risk assessment for institutional investors (Man Institute)
✏️ From legislation to consolidation: navigating the future of green finance (Natixis)
📝 US EV sales need a boost (Northern Trust)
✏️ Planting the seed of change: real estate's role in the nature crisis (Abrdn)
TVJ Edition #21 (March 18, 2024)
📝 Electravision - annual energy whitepaper (JPMorgan)
📝 The economic cost of the carbon tax (Amundi)
✏️ The cost of decarbonizing in the shipping industry (BCG)
TVJ Edition #20 (March 04, 2024)
✏️ Extracting the best from natural resources (Man Institute)
✏️ Responsible investing 2.0: Focus on generating sustainable returns (Nuveen)
✏️ The solar coaster: Twists and turns of an evolving investment opportunity set (Nuveen)
🎙 All you need to know about 'transition finance' (Robeco)
TVJ Edition #19 (February 20, 2024)
✏️ Nuclear power policy update makes some companies investable (Robeco)
✏️ Waste to wealth: A circular economy approach to e-waste (M&G Investments)
TVJ Edition #18 (February 05, 2024)
✏️ Sustainability outlook for 2024 (KKR)
✏️ Unlocking the climate solutions of the future (GIC)
✏️ A blueprint for evaluating climate risk in real estate (Robeco)
🎥 Environmentally focused real estate (Morgan Stanley)
TVJ Edition #17 (January 22, 2023)
📝 Transition center of expertise: Mobility-land (BlackRock)
✏️ Battery storage in the energy transition (UBS)
✏️ The hidden dynamics of the energy transition (BCG)
🎥 Decarbonization, energy, security & affordability (Goldman Sachs)
TVJ Edition #16 (January 08, 2024)
📝 The evolution of sustainability-linked loans in direct lending (Alcentra)
📝 Global natural resources 2024 outlook (BNY Mellon)
📝 Sustainable supply chain opportunities take center stage (Nuveen)
📝 An affordable, reliable, competitive path to net zero (McKinsey)
📝 Beyond financing gaps: Sizing the decarbonization investment opportunity (GIC)
✏️ Climate Metrics 2.0: Measuring what matters for real economy climate (Goldman Sachs)
✏️ Sustainability: 3 reasons why we need to look beyond decarbonization (Abrdn)
✏️ Infrastructure: How sustainability is focus of new investments (Abrdn)
TVJ Edition #15 (December 11, 2023)
📝 Striking gold with EV battery recycling (BCG)
📝 Emerging markets: financing the transition (BlackRock)
📝 Green premium (UBS)
📝 Financing the agricultural transition (State Street)
📝 Transition center of expertise: Batteries (BlackRock)
✏️ What investors’ attitudes reveal about the future of climate finance (BCG)
✏️ Offshore wind can soar once choppy waters calm (Impax Asset Management)
✏️ Where next for the European rooftop solar market? (LGIM)
✏️ Why climate change matters in private markets (Wellington)
TVJ Edition #14 (November 27, 2023)
📝 ESG in fixed income (Camradata)
📝 Navigating the net zero landscape: a toolbox for investors (Amundi)
📝 Bridging the $18 trillion gap in net zero capital (BCG)
✏️ De-risking climate change with software (Insight Partners)
✏️ An introduction to carbon credits and offsetting (Stepstone)
✏️ Is the ‘rooftop revolution’ in solar energy over? (Impax Asset Management)
📝 Investing today in the battery of tomorrow (Blackrock)
🎙 Carbon markets with Suzanne Tavill & Ryan Ramsey (Stepstone)
TVJ Edition #13 (November 13, 2023)
✏️The opportune time for climate growth investing (Morgan Stanley)
✏️ Blue Bonds: The new kid on the block in sustainable debt (Man Institute)
📝 Climate change is here and so is the need to embrace sustainability in real estate (Morgan Stanley)
📝 Building a low-carbon future through alternatives (Nuveen)
📝 Net zero investment portfolios: The core-satellite approach (Amundi)
📝 Driving sustainable growth (Goldman Sachs x PEI)
TVJ Edition #12 (October 30, 2023)
✏️ In spotlight with BCG: Private Equity x Climate (BCG)
📝 From risk to opportunity: Bottom-up climate scenario analysis for investors (GIC)
✏️ Deglobalisation, decarbonisation and demographics: how they’re going to reshape the investment landscape (Schroders)
TVJ Edition #11 (October 16, 2023)
📝 Real estate climate risk premium (Natixis)
📝 Clean technology and the paradox of progress (Morgan Stanley)
📝 Investing today in the car of tomorrow (Blackrock)
✏️ Decoding impact expectations: Best practices for impact investors & companies (Wellington)
✏️ Why climate change matters in private markets (Goldman Sachs)
TVJ Edition #10 (October 01, 2023)
📝 Global perspectives on investing in the low-carbon transition (Blackrock)
📝 Climate change: the impact for investors (Impax Asset Management)
✏️ A new energy investment paradigm (Neuberger Berman)
✏️ Investors have energy all wrong (Institutional Investor)
✏️ Sustainable finance may reshape fixed income markets (Wellington)
📝 The low-carbon transition in private markets (Blackrock)
📝 Global Hydrogen Review 2023 (International Energy Agency)
📝 The battery value-chain (LGIM)
TVJ Edition #09 (September 17, 2023)
✏️ How the shift toward sustainable finance may reshape fixed income markets (Wellington)
📝 A renewed energy (OTPP)
✏️ A blueprint for energy transition (BCG)
📝 The proposed ESG auditing rule you know nothing about (Latham & Watkins)
✏️ Climate transition planning for financial institutions (PwC)
✏️ Q&A with Don Dimitrievich: Decarbonizing the energy infrastructure ecosystem (Nuveen)
TVJ Edition #08 (September 03, 2023)
✏️ Defining sustainable investments in European leveraged finance and CLOs (M&G)
✏️ Climate Finance needs a push - Asset owners can supply one (BCG)
✏️ Leveraging carbon markets for climate investing (Robeco)
📝 Impact of physical climate risks on infra portfolios (EDHEC Infra)
🎙 Can Sustainable Finance fuel the energy transition? (Latham & Watkins)
🎙 The $100 trillion opportunity for energy investors (Schroders)
TVJ Edition #06 (July 23, 2023)
📝 Clean Transition Investing: From Managing Risk to Unprecedented Opportunity (Apollo Global)
✏️ Climate Innovation and the New Capex Cycle: Bridging the €90 trillion gap (Neuberger Berman)
TVJ Edition #05 (July 09, 2023)
📝 Sustainable Investment Insights: Decoding ‘WAGR’ (GIC & FTSE Russell)
📝 2023 ESG Report: The EBITDA of ESG (Carlyle)
TVJ Edition #04 (June 25, 2023)
✏️ Climate transition bonds: putting capital to work where it's needed (Abrdn)
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