Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series where host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.

In this episode, Investec's Barry Shamley, Zane Bezuidenhout, Boipelo Rabothata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050: from mining companies, enabling and transitioning businesses, to the potential of carbon capture, nuclear and hydrogen power.

00:00 Introduction

02:22 Meet the guests

02:55 Investing in mining of green metals

06:05 Is renewable energy a good investment?

08:17 The importance of efficient energy use

09:02 Battery technology advancement

10:34 Construction companies' boom

12:09 A bearish short-term view on hydrogen

14:51 Investing in companies contributing to the SDGs

15:12 Transitioning companies present an opportunity

16:55 Monitoring companies' transition targets is vital

19:29 How will the adoption of AI impact the journey to net zero?

22:07 Is AI a responsible investment?

22:56 2022 Inflation Reduction Act and its impact

24:52 Global Sustainable Equity Fund

28:12 Investing for good without compromising returns

29:34 Energy transition- the megatrend that offers a myriad of investment opportunities

Tune in to this enlightening investment-focused episode and be informed about the many opportunities stemming from the energy transition.

This episode was brought to you by Investec Wealth & Investment's Global Sustainability Equity Fund. Invest in world-class companies dedicated to achieving the UN's Sustainable Development Goals (SDGs), and that we believe can provide you with attractive returns. The fund strives to have a 100% net positive SDG impact. Learn more: https://www.investec.com/en_za/investment/invest-offshore/global-sustainable-equity-fund.html Investec's Global Sustainable Equity Fund · Investec Focus Radio SA