Crossing The Covid-19 Infra-Section
In this month’s article, Whitehelm Capital’s Chief Executive considers how infrastructure investing is changing, and will continue to change, in a post-COVID-19 world.
We look at the implications for what types of infrastructure we invest in. We consider how COVID-19 and global responses are influencing where we invest. Finally, we assess what COVID-19 means for how we invest.
The New Energy Economy - A Hydrogen Future?
In a world recovering from the COVID-19 crisis, green energy is poised to be a key driver in the revitalisation of the global economy.
Our focus in this article is on the potential role of hydrogen in a new energy economy. We evaluate different sectors and the viability of hydrogen-based solutions that could be applied. Through this examination, we also discuss what other alternatives might play a role in decarbonisation, including battery electrics.
You Don't Own Me: The Climate Responsibilities of Debt Investors
Debt and equity financing have different investment characteristics and these differences result in different risk profiles. However, no matter whether an investor is investing in debt or equity, it remains the case that they are providing capital to a company or an asset to help facilitate its operations. To argue different culpability for climate risk based on the type of capital provided by an investor feels esoteric – the planet warms either way. Our bottom line is that every investment – debt or equity – should be assessed for its climate risks to protect against future investment losses but also to ensure that bigger, more important existential losses do not come to pass.