The Energy Transition, Macroeconomics, and Climate Change with Charlie Donovan

In this episode of The Future of Finance, host Georges Dyer speaks with Charlie Donovan, Senior Economic Advisor at Impax Asset Management and Visiting Professor of Finance at Dartmouth’s Tuck School of Business. They dive deep into the complexities of the energy transition, the challenges of net-zero investing, and how macroeconomic factors like inflation and interest rates shape sustainable finance. 

Charlie shares insights on the importance of segmenting climate investments across value chains, the role of fixed income in sustainable investing, and why companies must move beyond "paper decarbonization" to achieve real-world impact. He also discusses the role of policy, risk management, and the future of finance, emphasizing the need for clear market rules and fairness in climate economics.

 

Keywords

Sustainable finance, net zero investing, energy transition, climate solutions, impact investing, fixed income sustainability, ESG policy, climate risk insurance, macroeconomic trends, green bonds.