Investors should dig deeper into subsectors along the value chain to benefit from China’s carbon neutrality push, Asian equities experts said.
EM corporate debt offers positive real yields while Japan stocks are increasingly attractive as a proxy for global growth. Moreover, Asia is set to benefit from the global upturn in the next phase of the cycle.
Institutions and family offices alike are sharpening their focus on themed investments to prepare for transition to low carbon economy.
The Canadian pension fund aims to more than double its regional infrastructure investments by 2026, particularly in renewables, data centres, fibre networks and satellites.
Everything from electric vehicles to energy-efficient building upgrades will need hefty investment if governments are to meet their net-zero ambitions.
The rise of ESG investment, accelerated by Covid, has fuelled strong interest – and more funds – in green power. But asset owners need to acquaint themselves better with the sector.