Pimco: 2020 var året, hvor verden tog afgørende skridt mod en grønnere fremtid

Nogle af verdens førende lande har for nylig annonceret store bæredygtighedsmål. Disse træk, der sigter mod at gøre det økonomiske opsving hurtigere og mere bæredygtigt, vil også skabe investeringsmuligheder, skriver Pimco i en ny artikel.

Mens mange husker 2007 som året, hvor den globale økonomi gled ind i en massiv finanskrise, var det uden tvivl lanceringen af iPhone, der revolutionerede den måde, mange mennesker arbejder og lever på i dag. Tilsvarende kan 2020 huskes som året, hvor verden endelig tog afgørende skridt til at tackle klimaændringer og skifte mod en grønnere fremtid. Dette skift vil have betydelige konsekvenser for markeder og investorer.

Pimco har for nyligt forsøgt at skabe et overblik over tre investeringstrends, der gør det muligt at opnå en grønnere økonomi.

Nedenfor ses et uddrag af Pimcos artikel, der beskriver nogle af de vigtige tiltag der er vedtaget i 2020:

• China: The country is making significant investments in green technology, and it aims to peak its carbon dioxide (CO₂) emissions by 2030 and achieve carbon neutrality by 2060.
• Japan: The fifth-largest global CO₂emitter has pledged carbon neutrality by 2050. Since 87% of Japan’s current energy needs are met by fossil fuels, the task ahead is substantial. To help reach this goal, the country recently proposed a 10% tax deduction toward producing goods that decarbonize the economy.
• Europe: Though the target is not yet finalized, the European Union (EU) Parliament has voted a CO₂ emission reduction target of 60% by 2030 (relative to the 1990 level), exceeding the EU Commission’s recommendation of 55%. Germany’s lower house recently approved a tax on greenhouse gas emissions, to begin in 2021, which will increase the prices of heating oil, car fuels, and natural gas. Additionally, Spain joined other European countries by allocating 70% of its 2021–2023 stimulus budget to green and digital projects. Even the sacrosanct European Common Agricultural Policy (CAP) is getting a major overhaul: From now on, farmers, even small ones, who fail to meet requirements in support of the EU climate target will become ineligible for aid.
• U.S.: We expect President-elect Joe Biden will enhance the country’s green efforts, with important implications for the renewable energy industry and the full ecosystem around it. As one of his first moves, Biden has said he will have the U.S. rejoin the Paris Climate Agreement, a landmark multinational accord to fight climate change. And if the U.S. joins the “Net Zero” club, then 60% of world GDP would be devoted to the cause (see Figure 1).

https://global.pimco.com/en-gbl/insights/blog/green-light-to-a-greener-economy-three-investment-trends