{"id":14765,"date":"2023-12-18T14:06:12","date_gmt":"2023-12-18T14:06:12","guid":{"rendered":"https:\/\/www.esgtoday.com\/?p=14765"},"modified":"2023-12-18T14:06:13","modified_gmt":"2023-12-18T14:06:13","slug":"kkr-highlights-brown-to-green-transition-as-a-key-mega-theme-in-2024-outlook","status":"publish","type":"post","link":"https:\/\/www.esgtoday.com\/kkr-highlights-brown-to-green-transition-as-a-key-mega-theme-in-2024-outlook\/","title":{"rendered":"KKR Highlights Brown-to-Green Transition as a Key \u201cMega-theme\u201d in 2024 Outlook"},"content":{"rendered":"\n
\n <\/div>\n\n\n\n

Global alternative asset and private equity investor KKR announced the release of its 2024 Global Macro Outlook, identifying decarbonization, and the large scale \u201cbrown-to-green\u201d transition of asset-heavy sectors in particular, as a key \u201cmega-theme\u201d driving investment opportunities.<\/p>\n\n\n\n

In the report by Henry McVey, CIO of KKR\u2019s Balance Sheet and Head of Global Macro and Asset Allocation, KKR notes that while decarbonization efforts to date have been primarily focused on \u201casset light\u201d technology-driven advances, investments going forward that aim to enable at-scale climate impact will likely be \u201cmuch more asset-heavy in nature,\u201d generating large scale opportunities targeting the larger, more emissions intensive sectors of the global economy.<\/p>\n\n\n\n

Specifically, the report to opportunities created by the \u201crequirements for decarbonizing the traditional power generation, property, transportation, and industrial sectors,\u201d in addition to the need to upgrade global supply chains, buildings and data centers.<\/p>\n\n\n\n

The report follows a series of climate-focused and sector decarbonization moves by KKR, including the launch in August of a global climate strategy team<\/a>, which the firm said marked an expansion on its focus on climate investing, as well as recent investments including a $750 million allocation<\/a> to transport and grid decarbonization solutions company Zenob\u0113, and the $1.7 billion acquisition<\/a> earlier this month of energy and electrification solutions company Smart Metering Systems (SMS).<\/p>\n\n\n\n

The report also highlights climate-related opportunities from the emergence of AI technologies, and of new forms of energy that \u201cwill require the footprint of energy distribution to be reworked,\u201d adding:<\/p>\n\n\n\n

\n

\u201cThis reconfiguration represents a major opportunity for both Infrastructure and parts of Private Equity, we believe.\u201d<\/p>\n<\/blockquote>\n\n\n\n

Additional mega-themes highlighted by the outlook report included \u201cIndustrial Automation,\u201d \u201cSecurity of Everything,\u201d Intra-Asia Connectivity,\u201d \u201cLabor Productivity\/Work Force Development,\u201d and \u201cArtificial Intelligence.\u201d Click here<\/a> to access the report.<\/p><\/span>","protected":false},"excerpt":{"rendered":"

Global alternative asset and private equity investor KKR announced the release of its 2024 Global Macro Outlook, identifying decarbonization, and the large scale \u201cbrown-to-green\u201d transition of asset-heavy sectors in particular, as a key \u201cmega-theme\u201d driving investment opportunities. In the report by Henry McVey, CIO of KKR\u2019s Balance Sheet and Head of Global Macro and Asset […]<\/p>\n","protected":false},"author":2,"featured_media":14766,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[36,2,4],"tags":[],"acf":[],"yoast_head":"\nKKR Highlights Brown-to-Green Transition as a Key \u201cMega-theme\u201d in 2024 Outlook - ESG Today<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.esgtoday.com\/kkr-highlights-brown-to-green-transition-as-a-key-mega-theme-in-2024-outlook\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KKR Highlights Brown-to-Green Transition as a Key \u201cMega-theme\u201d in 2024 Outlook - ESG Today\" \/>\n<meta property=\"og:description\" content=\"Global alternative asset and private equity investor KKR announced the release of its 2024 Global Macro Outlook, identifying decarbonization, and the large scale \u201cbrown-to-green\u201d transition of asset-heavy sectors in particular, as a key \u201cmega-theme\u201d driving investment opportunities. 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