In the latest episode of The Astute Investor, LGT Wealth Management's Head of Sustainable Investment Tessa Volkmer speaks with Wendy Cromwell, Vice Chair and Head of Sustainable Investment at Wellington Management.
"The key to the energy transition unfolding is making the technologies associated with it as economically advantaged as possible."
In the podcast episode, Tessa and Wendy discuss the structural forces reshaping energy markets and the investment opportunities emerging from them. They discuss AI's complex relationship with the energy transition, why the most interesting opportunities may lie beyond the obvious names, and how economics, more than policy ambition, tends to determine whether large-scale transitions actually succeed.
The conversation also explores China's dual role as the world's largest emitter and dominant force in clean energy supply chains, the case for paying more attention to climate adaptation, and how the global shift toward national resilience and energy security is reshaping investment opportunities across regions.
