The Invested

Special: Exploring the Opportunities in the Energy Transition


Listen Later

Generational investment opportunities rarely arise, but that’s exactly what’s happening in the push toward net zero. On this special Earth Day episode, John Cook, Portfolio Manager and Team Co-Lead of the Mackenzie Greenchip Team, and Konstantin Boehmer, Head of Fixed Income, discuss the latest developments in the energy transition and explore investment opportunities in both equity and fixed income markets.

Further reading:

  • A $US4.5 trillion investment opportunity in the energy transition
  • 2023 sustainable investing report
  • This episode was recorded on April 11, 2024

    ...more
    View all episodesView all episodes
    Download on the App Store

    The InvestedBy Mackenzie Investments

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    3 ratings


    More shows like The Invested

    View all
    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    193 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,183 Listeners

    Goldman Sachs Exchanges by Goldman Sachs

    Goldman Sachs Exchanges

    990 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,733 Listeners

    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,059 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    921 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,291 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    808 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    1,991 Listeners

    Eye On The Market by Michael Cembalest

    Eye On The Market

    269 Listeners

    The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti

    The Rational Reminder Podcast

    420 Listeners

    The Compound and Friends by The Compound

    The Compound and Friends

    2,030 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,278 Listeners

    Market Call by BNN Bloomberg

    Market Call

    14 Listeners

    Get Sharpe by Mackenzie Investments

    Get Sharpe

    0 Listeners