Members of our ESG Investment Committee look ahead to the themes that will affect the future of ESG investing, including the impact the Biden administration could have on infrastructure and the energy sector.
ABOUT THE AUTHORS
Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.
Raquel McLean, CFA Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for global insurance companies and Asian banks.
FURTHER READING
3 Reasons to own global listed infrastructure today
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
Investing in the future of energy
Global energy demand is poised for substantial growth in the coming decades, which is creating attractive investment opportunities across the alternative energy landscape and the traditional energy value chain.
Why the consensus approach to energy investing is flawed
Investors have increasingly viewed energy through an either/or lens, taking a zero-sum view, and limiting their investments to traditional or alternative energy forms. This is a flawed approach.