When policy and markets move in different directions, the results can be surprising. In this episode, we explore five sustainability and climate trends we'll be watching in 2026. From AI-boosted clean tech and central banks enforcing climate risk rules, to investors reckoning with physical hazards in private equity and the rise of state ownership in strategic sectors. We unpack how materiality is maturing, policy is pivoting, and capital is flowing into what works. Host: Bentley Kaplan, MSC...
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When policy and markets move in different directions, the results can be surprising. In this episode, we explore five sustainability and climate trends we'll be watching in 2026. From AI-boosted clean tech and central banks enforcing climate risk rules, to investors reckoning with physical hazards in private equity and the rise of state ownership in strategic sectors. We unpack how materiality is maturing, policy is pivoting, and capital is flowing into what works. Host: Bentley Kaplan, MSC...
The Choice Between Data Centers and Carbon Emissions
Sustainability Now
20 minutes
1 month ago
The Choice Between Data Centers and Carbon Emissions
We are in the era of data centers. They are being built with the speed and intensity of factories during the industrial revolution, and with the same sort of capital attraction. But their high emissions, which are under-reported by companies (we will tell you why!), have left both real estate and tech investors with a dilemma: take advantage of the data center boom or have a portfolio with low emissions. We explore this tension in this episode of Sustainability Now. Helpful Reading: Desire fo...
Sustainability Now
When policy and markets move in different directions, the results can be surprising. In this episode, we explore five sustainability and climate trends we'll be watching in 2026. From AI-boosted clean tech and central banks enforcing climate risk rules, to investors reckoning with physical hazards in private equity and the rise of state ownership in strategic sectors. We unpack how materiality is maturing, policy is pivoting, and capital is flowing into what works. Host: Bentley Kaplan, MSC...
