Energy Transition: market drivers, portfolio integration and long-term implementation
From Talking Capital by Capital Generation Partners
May 7, 2026 · 28 min · Episode 64
About this episode
Ian and Donald McFarlan discuss the energy transition, its market drivers, and how to integrate it into investment portfolios.
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?
People in this episode
Host: Ian
Guest: Donald McFarlan
Topics covered
- energy transition
- market drivers
- portfolio integration
- long-term implementation
- investment opportunities
Keywords
- energy transition
- market overview
- portfolio management
- investment
- long-term exposure
Mentioned in this episode
Organizations: CapGen
More episodes of Talking Capital
- Energy Transition: opportunities, processes and manager selection · June 4, 2026 · 30 min
- Responsible Capital: ESG requirements, regulation and the future for commercial real estate · April 2, 2026 · 31 min
- The Iran conflict: what it means for markets, investors and portfolios · March 6, 2026 · 30 min
- Responsible Capital: the economics of natural capital, how to measure it and the UK's progress · March 5, 2026 · 32 min
- Responsible Capital: navigating Trump’s influence, China’s renewable leadership, and the progress of natural capital · February 5, 2026 · 37 min
- 2026 primer: 2025 recap, private market performance and new opportunities · January 8, 2026 · 30 min
Explore listener stats, chart rankings, contacts and more on the Talking Capital podcast page.