BlackRock’s top strategist for the Nordics and the Netherlands, Charlotte Mansson, has pushed back against the view that climate-focused investing has lost its momentum.
According to a report by Berlingske, Mansson argues that the massive energy requirements of artificial intelligence are creating a fresh, structural demand for green infrastructure, effectively reviving the investment case for the energy transition.
The comment comes as institutional investors increasingly grapple with the extreme concentration in US equities and the artificial intelligence sector.
A growing number of asset allocators are shifting capital into exchange-traded funds that deliberately limit exposure to AI and US stocks, seeking diversification amid valuation concerns.
Mansson’s perspective suggests that the physical infrastructure required to support the AI boom—specifically power generation and grid expansion—offers a tangible avenue for capital deployment that aligns with both growth and sustainability mandates.
This view contrasts with cautionary signals from other major institutional players.