Driving change and taking profit from the energy transition
Global Infrastructure Strategy
Making the most of the energy transition
The energy transition is driving structural change in infrastructure businesses which can offer interesting opportunities for investors. Hear Jags Walia, Todor Ristov and Eszter Vitorino share insights on this during our recent webinar that took place on 28 February.
Separating Winners from Losers
Data is crucial to distinguish the companies that will benefit from the transition to a more sustainable economy.
How do we use data in our strategy?
Accelerating change
How to accelerate the energy transition? We engage with today’s polluters to help them become the infrastructure leaders of the future.
A Data Led Approach to Valuing Decarbonisation
Data meets ESG in our forward looking carbon pathway framework. In this whitepaper we outline how we use this framework to distinguish the future Winners from the Losers. We focus on the largest CO2 emitting sector, Utilities, and on the direct impact on each company’s valuation.