Michael Dennis

It could spur an average of US$4 trillion per year of capital investment, with low-carbon sources such as solar and wind making up 70 per cent of the world’s energy mix by 2050, almost twofold of the current status quo.

Low-carbon transition is rewiring energy systems – and portfolios

Taking advantage of the change requires investors to have a view on where costs are landing, where technologies are heading, and how...