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

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