Presentation: Climate Investing in the Private Capital Ecosystem

The past few years have been rife with rapid economic, geopolitical, and technological change. How has this influenced approaches to thematic climate investing in the private capital markets? And what does this mean for the transition to a more sustainable economy? The picture differs meaningfully depending on the asset class, with venture capital, private equity, and infrastructure each adapting in their own way, shaped by forces such as the AI transformation, energy independence and security concerns, and evolving consumer preferences. While some headwinds have intensified, there are bright spots in each asset class and grounds for optimism around the role that the private capital markets will play in helping to solve some of the most pressing problems of our time.