Sponsored Session: Investing in the Energy Transition (Guinness Global Investors)

The energy transition is maturing. Its focus is widening from decarbonisation to encompass energy security, affordability and industrial competitiveness, against a backdrop of rising power demand driven by the ‘electrification of everything’. 

In this session, Will Riley will draw on 25 years of energy investing at Guinness Global Investors in both oil & gas and renewables. He will explore why the energy transition is occurring and its likely progress in coming years, from short-term vs long-term effects of the Iran war to EV adoption and the data centre build-out. He will also explain how investors can invest in the theme and where areas of growth and increasing profitability can be found within this major secular growth theme for the coming decades.