Description

In this episode, Chief Market Strategist Guy Miller is joined by Head of Macroeconomics Charlotta Groth and Macro Climate Economist Brendan Berthold to explore the economic realities of climate transition. The conversation centres on the evolving role of carbon pricing, the acceleration of clean tech innovation, and the persistent link between emissions and economic growth.

Key topics include:

• The global rise of carbon pricing schemes and their economic impact
• How technological innovation is reshaping incentives for decarbonisation
• The role of the EU’s Carbon Border Adjustment Mechanism (CBAM)
• Challenges in aligning climate ambition with economic growth
• The future of carbon offsets and the need for global standards

This episode offers a macroeconomic perspective on climate policy, highlighting the tension between growth and sustainability, and the tools available to navigate it.