Energy Transition: market drivers, portfolio integration and long-term implementation

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?