Energy Transition: market drivers, portfolio integration and long-term implementation
In this episode, Ian is joined by Donald McFarlan, Portfolio Management Director at CapGen, to discuss the theme of energy transition, including:
Market overview: what do we mean by energy transition, what are the drivers and how can investors access this opportunity?
Portfolio context: how can energy transition be integrated into client portfolios?
Implementation: how are we are evolving our approach to energy transition to provide long-term exposure?
The skinny
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