Bumpy path the net zero: The energy transitions' implications for investment sectors

We’re at an inflection point today. The relative macroeconomic stability of the Great Moderation – which spanned the past four decades from 1980 to 2020 – is over and the years ahead are set to look very different. We see four megatrends as shaping the next decade and beyond: shifting demographics, changing world order, energy transition, and technological revolution. Focusing on the third of these, Rob Clarry, Investment Strategist at wealth manager Evelyn Partners, says: ‘The war in Ukraine has highlighted the importance of energy security: economies can’t function without it. The developed...