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cover of episode A trillion-dollar fund manager on climate investing in 2025

A trillion-dollar fund manager on climate investing in 2025

2025/5/15
logo of podcast Zero: The Climate Race

Zero: The Climate Race

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Greg Wasserman
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Greg Wasserman: 在过去的20年里,气候科技领域发生了巨大的演变。早期,气候技术成本高昂,依赖政府支持以降低成本并实现部署。如今,技术创新使得绿色解决方案在性能和成本上都更具优势。资本市场也已经高度细分,为不同风险偏好和回报要求的投资者提供了更多选择。作为 Wellington Management 的一员,我专注于寻找那些已经有商业收入并正在扩张的公司,而不是那些还在开发技术或进行早期部署的公司。我们关注能够减少碳排放和增强极端天气适应能力的公司,并且倾向于投资资产较轻的数字化解决方案,而非深度科技或科学突破。我们的气候战略的回报应该与同类最佳资产类别相当,并且公司必须减少排放或增强对极端天气的抵抗力。即使美国在气候问题上有所退缩,对气候适应能力的需求依然强劲,因为气候变化不关心政治。无论人们是否认为火灾是由气候变化引起的,应对火灾的需求依然存在,因此适应能力的需求依然强烈。总而言之,我们致力于通过创造价值而非仅仅勾选框框来思考 ESG,并且正在认真思考不同的关税可能以不同的方式影响不同的领域。我们试图确保在认真思考风险的同时,抓住机会积极参与。

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Low-carbon tech investments reached $2.1 trillion last year. But with the whole world trying to work out how to navigate US President Donald Trump’s unpredictable policy agenda, is 2025 still a good time to invest in climate tech? This week on Zero Akshat Rathi interviews Greg Wasserman, head of private company climate investment at Wellington Management, which  oversees more than $1 trillion in assets. Wasserman has to make investment decisions here and now about companies and technologies — weighing risks and opportunities in a volatile market. 

Explore further:

Trump’s Big Oil Era Means Green Bargains for Investors ) Companies Pivot From Climate Talk to 'Greenhushing' in Trump Era) Why ESG Faces Backlash and Its Future Under Trump 2.0) GOP to Phase Out Biden Energy Credits to Pay for Tax Cuts)

Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Jess Beck, Sommer Saadi, Mohsis Andam, Amanda Kolson Hurley and Siobhan Wagner. Thoughts or suggestions? Email us at [email protected]. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green).

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