The advisors of the Deutsche Bank (Global Institutional Asset Management) have released an extensive study on the climate change investment opportunities in the context of the credit crisis. Conclusion: the investment potential is great. Government regulation, including carbon pricing, traditional mandates, subsidies, and incentives, are a major driver of investment opportunities in climate change.
Or in others words: climate change requires vast but profitable investments in infrastructure and technology. Goverments will drive these changes as much as anyone, and by their actions they will create a very safe investment arena. The need to keep the economy going after the credit crisis will be the ” burning platform ” that forces them to act.
“Governments have before them a historic opportunity to ‘climate proof’ their economies as they upgrade infrastructure as a core response to any economic downturn,” according to Fulton (DB)
The definition of “green” infrastructure will no doubt expand to another seemingly unrelated arena: telecommunications. The carbon-reduction potential of high bandwidth fiber networks by supporting tele-presence and tele-working is huge but not yet on the radar of sustainability programs. That will no doubt change soon.
(Hat tip Maurits)
