Investment Ideas: Decarbonisation

How do complex views on decarbonisation create investment opportunities?

In the third episode of Investment Ideas, Decarbonisation, Nicolette Rubinsztein AM, incoming Chair of Greenpeace and financial services non-executive director, speaks with Jan Swinhoe about Australia’s energy transition and how diverse views on decarbonisation create opportunities for investors.

Key areas discussed include:

The role of gas in Australia’s transition, including export levels and industry needs
Recent policy developments, including nuclear energy proposals and CSIRO analysis
Integration of ESG into superannuation investment processes
Whether performance benchmarks should be Paris-aligned
The importance of expert commentary in informing energy policy debate

Featured on the podcast

Nicolette Rubinsztein AM
Nicolette is a non-executive director in the finance industry. She is Chair of CBHS Heath Fund, on the board of Zurich and was previously on the boards of UniSuper, Class and SuperEd. She is also on the board of Greenpeace Australia Pacific and chairs a South African charity committee, Missionvale Australia. In 2024 she was made a Member of the Order of Australia (AM) for her service to business. She was President of the Actuaries Institute in 2019 and was a director of ASFA for eight years. Prior to her board career, Nicolette held senior roles with CBA/ Colonial First State, BT and Towers Perrin. Nicolette is a qualified actuary, holds an executive MBA from the AGSM and is a Fellow of AICD. She is author of the book “Not Guilty”, a guide for career mums. She is married to Jonathan Rubinsztein and they have three daughters.