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Goldman Sachs: A Big Deal: The EU Climate Policy Opportunity

Read more about the European Commission's far-reaching policy proposals and what this means for society's wider climate goals.

  • Public policy can be a powerful driver of the climate transition, channeling capital into areas in need of innovation and putting pressure on companies and consumers to embrace greener practices.
  • The European Union (EU) is committed to cutting greenhouse gas emissions (GHGe) by at least 55% by 2030 compared to 1990 levels, paving the way for the bloc to become the world’s first net zero continent by 2050.
  • Under the European Green Deal, the European Commission has recently outlined a series of far-reaching policy proposals and seeks to mobilise at least €1tn of private and public capital into sustainable investments.    
  • As other governments join the EU on its ambitious path, we believe legislative measures are still widely underappreciated by investors as an engine for change and company earnings.
  • However, as bottom-up stock pickers, it is crucial not to get carried away by trillion-euro investment programs and stay focused on what matters most: the underlying economic drivers of your investments. 

 

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To discuss further, please contact Martijn Hoogendijk, +31 (0)20 504 25540.

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