The hottest investment theme on Earth

Guests: Tom King, OAM; Simon Holmes à Court. When Al Gore’s “An Inconvenient Truth” was released 13 years ago, it brought the issue of climate change to the fore of people’s minds around the world. It might surprise you then, that the effects of greenhouse gasses have been known since 1896. However, despite the huge progress made over the last decade or more, the IPCC Fifth Assessment Report released in 2018 showed that at the current rate, warming will reach 1.5 degrees by 2052. Avoiding this will require the largest globally-synchronised effort the world has ever seen. This week’s guests on The Rules of Investing are Tom King OAM, and Simon Holmes á Court. Tom is the co-founder of Nanuk Asset Management, which is focused on investing in industries that contribute to improving global sustainability and efficiency. Simon is an energy transition specialist who founded Australia’s first community owned wind farm and is a senior adviser to the Climate and Energy College at the University of Melbourne. In the latest podcast, we debunk some common myths about the role of solar and wind in the energy grid, discuss the investment case for sustainability, and why some people still deny the science of climate change.