The decade of decarbonisation: Which three sectors will reap the rewards?

Momentum for clean economy gathers pace

Decarbonisation will be one of the most important themes for investors, as well as the economy and society in general, over the next decade and beyond.

It is a supercycle supported by strong political and economic tailwinds - such as Europe's multi-trillion euro New Green Deal, announced in 2019. This deal is more than just a vision, decarbonisation is policy in motion. The €4trn commitment over the next decade includes a legally binding target to cut emissions by a minimum of 55% by 2030, versus 1990 levels. It is equivalent to an incremental investment of more than 2% of GDP per annum over the next decade - which could create an additional 20 million jobs. Corporate responsibility to be key focus for ESG investors in 2021 Chi...