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

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Acuity Knowledge Partners

Acuity Knowledge Partners

We write about financial industry trends, the impact of regulatory changes and opinions on industry inflection points. https://www.acuitykp.com/