Transitioning Trillions - Across the Capital Stack

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Transitioning Trillions - Across the Capital Stack

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The transition will require considerable capital investment, and under BlackRock Investment Institute’s Transition Scenario, systemwide capital expenditures is expected to double to over $4T/yr by the mid-2030s. These expenses are expected to shift from higher- to lower-carbon industries over time, but in the near term, higher-carbon incumbents will need upfront financing to pivot their businesses towards low-carbon products or production practices, or to gear up for rising operating costs as climate factors get priced in due to technology or policy-induced shifts. Emerging low-carbon solutions will also need private capital to commercialise and scale.

How can investors approach the transition across the capital stack – across listed and unlisted equities and debt This session will travel through the exciting range of transition opportunities, pressing into the latest developments within each unique asset class.

Speakers :

Michael Dennis

Managing Director; Head of Alternatives Strategy & Capital Markets, Asia Pacific

BlackRock