This is the second show in our two part series on the energy transition. If you missed part one last week you can listen here. It was all about chasing bubbles, growth areas and key risks. In this show, we’re going to look at the $100 trillion opportunity the energy transition presents and how investors might seize them.
Your host again is Adam Farstrup, Head of Multi-Asset Americas, and he’s again speaking with two big investors in energy - David Boyce, CEO of Schroders Greencoat in North America, and Fund Manager Mark Lacey.
RUNNING ORDER:
01:11 - Part one: How reliant is the transition trade on policy
11:02 - Part two: The scale of the energy transition opportunity
16:54 - Part three: How can investors capture the energy transition opportunity
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