Deep dive: How should investors navigate the renewable energy market?

Deep dive: How should investors navigate the renewable energy market?

Global investments in renewable energy reached a new record of more than $700 billion in 2024, according to Bloomberg New Energy Finance. But this year has brought uncertainty and challenges on many fronts, perhaps most notably from the new Trump administration.

The good news is that uncertainty is something the sector is used to, says Jérôme Guillet, co-founder of renewables advisory firm Snow, and there are many bright spots.

At a time when oil and gas firms continue to roll back on their clean energy objectives, Guillet – who also writes a blog where he shares his views on energy policy and industry developments – explains why this is not a bad thing and he outlines how other major players like utilities are faring in the space.

Other key topics include the potentially overestimated role of new nuclear, decarbonisation in hard-to-abate sectors, and to what extent sustainable finance regulations help drive green investment.

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Episoder(39)

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Europe's summer heatwaves have caused widespread destruction, from the Rhine river hitting record lows to wildfires across France, Italy and Spain. It is also having severe impact beneath our feet. Ma...

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Doing well by doing good? Reassessing the link between sustainability and performance

Doing well by doing good? Reassessing the link between sustainability and performance

"Doing well by doing good" was an often-heard refrain at conferences throughout the early 2020s. It was even supported by influential academic studies that claimed sustainability and investment perfor...

23 Jul 49min

What's next for SFDR 2.0?

What's next for SFDR 2.0?

The European Union's Sustainable Finance Disclosure Regulation (SFDR) is one of the most important frameworks in the ESG fund space, and one of the biggest headaches. Since the European Commission sei...

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Recalibrating investor action on climate change

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Have investors overstated their ability to drive climate action? Have top-down, targets-driven models of decarbonisation taken the industry down a blind alley? And if so, where should sustainability-m...

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How to improve conversations with portfolio companies

How to improve conversations with portfolio companies

With attacks on shareholder rights on both sides of the Atlantic and widespread rollbacks, rescissions and retractions of sustainability commitments, the relationship between investors and their portf...

6 Mai 24min

Where does transition finance need to go from here?

Where does transition finance need to go from here?

Transition finance investment products continue to gain popularity among investors, according to recent ESG fund flows reports. Yet it is not always possible to establish whether capital is being funn...

16 Apr 31min

What drives sustainable investment at a trillion-dollar US asset manager?

What drives sustainable investment at a trillion-dollar US asset manager?

Asset managers are under pressure to respond to a wide range of client demands on sustainability issues, from stewardship to decarbonisation, while grappling with a rapidly changing policy landscape. ...

25 Feb 31min

What can investors do to take action on deforestation?

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In recent years, investors have increasingly been trying to work out how to best address deforestation in their portfolios.  How has action evolved over the years? What has been the impact of changes ...

13 Feb 19min

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