Investing in big, structural changes

Capital Ideas Investing Podcast

English - October 19, 2023 04:01 - 22 minutes - 52.5 MB - ★★★★★ - 228 ratings
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Previous Episode: What Led Zeppelin and investing have in common

Next Episode: The new reality of investing (2024 edition)

Capital Group portfolio manager Nick Grace discusses his approach to investing in the long-term transition from fossil fuels to renewable energy. The key, he says, is identifying green energy initiatives that are driven primarily by market economics, not government policy.

Related resources:
5 trends driving energy markets in 2023

Clean hydrogen: Growing opportunities beyond the hype

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