Uploaded March 2026 | Updated September 2026, 34 minutes ago

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From volatile markets to shifting subsidies, the energy transition is testing investors like never before. Should portfolios prioritise resilience in proven assets, or chase innovation in emerging technologies? How does climate capital find conviction in an era of rate uncertainty and policy U-turns?

Moderator: 
Cailin Birch, Principal 
global economist,  Economist Intelligence  

Speakers
Minesh Shah, Managing director, The Renewable Infrastructure Group
Lauren Faber O’Connor, Partner, Lowercarbon Capital
Phoebe Wang, Investment Partner Climate Pledge Fund, Amazon
Raquel Espada, vice president of Sustainability EMEA, Schneider Electric
Roberta Boscolo
Climate and energy lead, World Meteorological Organization

Supported by Schneider Electric