BNP Paribas Asset Management believe the adoption of sustainable technologies such as solar energy continues to accelerate. They also believe climate issues will get worse before they get better. While this mix of rapid adoption and deepening climate change can be seen as appealing to investors with an eye for related opportunities, we should not gloss over recent (investment) issues. The sheer scale of the physical infrastructure that must be revamped, demolished or replaced is almost beyond comprehension.
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