Climate is still too often framed as an environmental challenge. I think that framing is fraught. The defining story of our time isn't simply decarbonization. It is one of the largest economic transformations in modern history. Capital is moving. Industries are being rebuilt. Entire value chains are being reimagined. When we view climate through that lens, the conversation shifts from sacrifice to opportunity, from compliance to competitiveness, and from cost to value creation. I recently had...

You Have the Money. Spend It. A young sustainability professional said something to me recently that I haven’t been able to stop thinking about. She was frustrated. She had been trying to pitch ideas inside her company that would save money. Not just “do good.” Not just improve the company’s sustainability credentials. Actually save the business money. Reduce waste. Improve efficiency. Lower operating costs. Avoid future risk. Create value. And yet, every time she brought one of these ideas...

What PwC’s latest decarbonization data, Bill Gates’s climate pivot, and three Climate Weeks reveal about the next allocation opportunity. ChatGPT generated image Is climate over? That is the question many investors seem to be asking, although usually not so directly. They ask it more politely. Is the policy environment too volatile? Has corporate sustainability peaked? Did ESG become too toxic? Are buyers still paying? Is climate tech just another overfunded cycle? Did Bill Gates tell...