After a chaotic period for economies, healthcare and markets, across most asset classes, silver linings are emerging. In Europe, the shuttering of Russian energy supplies is motivating governments and companies to accelerate the transition to alternative energy sources. Combined with policy initiatives and a significant injection of capital, energy systems are moving towards a new sustainable paradigm. Meanwhile, investments in data and computing speed are taking artificial intelligence to a remarkable level, opening significant productivity opportunities. Global equity investors can capture these silver linings by identifying the companies best placed to benefit from shifts in energy and technology. - Watch Magellan's Nikki Thomas and earn 0.50 CE/CPD hrs on Portfolio Construction Forum.