Long/short investing in a global transition to Net Zero
As energy costs rise, how will this affect the transition to a lower-carbon future? How can investment strategies respond?
Highlights
Highlights
- Governments and corporations generally want to get to the same place in the energy transition, but the path is not going to be linear.
- Solar and wind has been a key piece of the transition to renewables.
- There's a lot of bumps in the road. There's bridge fuels. There's power bills. It's all making it more complicated.
- An important factor in the transition to a low-carbon economy is the very favorable and active regulatory environment.
- The transition also benefits from an evolving consumer preference for sustainability broadly with the younger generation in particular being very receptive to the climate agenda.
- Increased energy efficiency is among the lowest cost means to reduce emissions and should be an essential part of any Net-Zero scenario.