Summary - Archive - 2026 Climate Week NYC

This year's Morningstar Sustainable Investing Forum will take place against the iconic backdrop of Manhattan’s Park Avenue during New York Climate Week. Market leaders will explore how emerging technologies, infrastructure investment, capital allocation decisions, and global market developments are shaping investment opportunities across public and private markets.

Attendees will gain insights into the opportunities and risks arising from a rapidly evolving environment and explore a central question: How can institutional investors identify and drive long-term value in a changing landscape?

From Cyclical Trends to Long-Term Value Drivers: Where Private Capital Sees Opportunity

Despite shifting political priorities, macroeconomic uncertainty, and periodic volatility in clean energy markets, private capital continues to back opportunities tied to energy, infrastructure, industrial transformation, and resource efficiency. The session will examine whether these themes have evolved beyond sustainability narratives to become fundamental drivers of long-term economic value creation and what investors across asset classes should be watching next

Beyond Commitments: How Capital Allocation Reveals Future Winners

Private capital flows can help identify the themes shaping the next decade of economic growth. As policy signals evolve and climate commitments proliferate, investors are increasingly looking beyond targets and disclosures to understand where companies are directing capital. This discussion brings together asset owners and asset managers to explore how forward-looking indicators such as capital expenditure plans, stewardship activities, voting and engagement can help assess whether companies are investing for a resilient, competitive, and lower-carbon future.