The $100 trillion opportunity for energy investors

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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