Climate-Led Investing: What’s Next

If you’re trying to separate climate ambition from execution, this conversation is for you! John Stackhouse is joined by Clara Barby, Senior Partner at Just Climate, to pressure-test what’s scaling—and what’s getting stuck by diving into RBC’s new Climate Action 2026 report.

What you’ll hear:

Why 2025 was a year of “proof and pressure” and what that means for clean tech in 2026.

Climate Tech solutions that don’t require behaviour change.

The case for Canada’s ‘land transition’ as a ripe opportunity—investing in tools and inputs that help farmers and land managers decarbonize.

Why CCUS remains a complex case: carbon price, CapEx, infrastructure, and the fragmented value chain.

How AI-driven power demand is changing the investment lens on electrification and grid build.

Clara Barby is a Senior Partner at Just Climate (founded by Generation Investment Management). She previously led the Impact Management Project and supported the establishment of the ISSB (International Sustainability Standards Board)

Links:

RBC Climate Action 2026 (report): www.rbc.com/cai

Unearthing Value (report): http://bit.ly/4qJZ9TQ

Just Climate: https://www.justclimate.com

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