Transition investing
Investment opportunities in the shift to a low-carbon economy. This portal brings clarity to transition investing - offering specialist knowledge, expert views and real-world stories of transition in action.
Key Insights Series
Investment Institute
8 minutesApr 9, 2024
A new capex supercycle: driving powerful and transformative growth
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
Investment Institute
8 minutesApr 9, 2024
A new capex supercycle: driving powerful and transformative growth
Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.
