How much will $2.5 billion in "climate change assets" be worth when CO2 hysteria inevitably passes?

Financial Standard - Fundies must upskill in low-carbon world

A $500 billion carrot awaits the new breed of fund managers willing to do their homework on climate change, but the road to the burgeoning investment sector is full of stumbling blocks.

Speaking at an IMCA briefing this week, DWS investment analyst Bill Barbour said that the investment opportunities arising from the global climate change issue are enormous.

According to Stern research, the value of low-carbon energy markets could rise to $500 billion by 2050. The UN also estimates that demand for projects generating greenhouse gases (GHG) emissions credits could reach $100 billion by 2030.

By next year, worldwide investment in clean energy is estimated to top $100 billion.

Barbour said that whether you are a cynic or a believer, climate change is a genuine, unavoidable challenge facing communities and governments around the world.
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But the problem is that upskilling will take more than just reading the books because of all the unknown variables involved.

"Climate change models are vague, they're expensive, they're inaccurate…and the evolution of policy and regulation is likely going to be one step back, two steps forward so that again is going to be difficult for investment managers," he said.
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But while there will be winners and losers, the driving theme behind the long-term success of "green" investments is that companies that don't have climate change policies will "no longer be economically feasible" in the future.
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"I think carbon is underpriced at the moment. That has an impact to the companies that are heavy polluters and a boon to those with carbon credits so you can sway your portfolios that way."

Deutsche Asset Management manages US$2.5 billion in climate change assets globally as at 31 March this year.