The world is undergoing a profound change to the way we source, produce and deliver energy in an attempt to transition to a Net Zero global economy. Jens Peers is the global CIO of equities and fixed income for Mirova, an investment manager dedicated to sustainable investing. He compares this change to the societal changes brought about by the industrial revolution, or the internet revolution, in terms of the scale of change and the level of human adaptation required - as well as our current understanding of exactly what is needed.
Tim Wood is the Head of ESG for Australian quality and value equities manager, IML. He says that we are: “very, very early in a multi-decade journey into the energy transition. If this was a cricket game, we would only be in the opening overs of a 5-day test match.”
For Chris Wallis, CIO and CEO of US-based global equities manager Vaughan Nelson, we are: “maybe in the second or third inning but this game is going to last a lot more than one or two decades.”
Whichever sporting analogy you use, our experts agree that we are in the initial stages of a transition which will play out over decades, not years, and there are massive opportunities for investors, across a broad spectrum of different investment categories.
This report outlines the opportunities that energy transition presents for investors and a framework around how investors should be thinking about this change.
Click on the report below to download your copy.
