Climate change is really scary

Key Takeaways

  • In the coming months, we expect governments to increase the proportion of climate investments, which would take the total share to beyond the current c3% of total stimulus (cUSD13tn)
  • Electric vehicle manufacturers will be one of the key beneficiaries of this increase in green stimulus
  • Economists agree that the direct and indirect socio-economic benefits of climate friendly investments far exceed those of carbon-intensive investments
  • Stimulus packages are likely to strain governments’ future cash flow and could adversely
  • Impact public climate financing over the coming years
  • We see a strong case for stimulus funds to be directed towards climate-friendly investments so that the two systemic risks (the COVID-19 crisis and climate change) could be better managed



Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Acuity Knowledge Partners

Acuity Knowledge Partners

We write about financial industry trends, the impact of regulatory changes and opinions on industry inflection points.