Konstantin & John on our 2023 Environmental Outlook: The Green Book

The Invested · Jan 20, 2023 · 45m

In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team. Together, our experts map out environmental investment opportunities from our Green Book. Learn by Key Topics: (1:04) 3 drivers behind John’s investment thesis (2:22) Milestones in 2022 (3:25) Climate Goals in 2022 (7:20) 2022 & impacts to the environmental economy (15:23) Solar vs. wind energy (26:10) Transition from fossil fuels (38:25) Optimism levels heading into…