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A Galvanize Climate Conversation: Investment Opportunities in the New Era of Global Climate Industrial Policy
The passage of the Inflation Reduction Act (IRA) represents a new, ambitious era in American climate policy. While it’s still unclear what policies will emerge as a result of this shift in American climate competitiveness, it seems likely that we have entered a race to the top in global climate industry policy. Seth Kirkham, Chief Investment Officer, Global Equities, and Neal Kemkar, Senior Vice President Policy + Regulatory Affairs discuss this new era in climate industrial policy and the investment opportunity implications.
Implementing the IRA – What to Expect
With the 2022 passage of the Inflation Reduction Act (IRA), the largest climate bill in American history, alongside the passage of the Infrastructure Investment and Jobs Act (IIJA), over the next few years, our economy is going to benefit from some of the most consequential industrial policy of the past century. The $800 billion in federal spending and tax credits will have ripple effects, direct and indirect impacts, that will drastically affect the business environment for everyone, including those outside the climate and sustainable investing space.