I believe in a portfolio tailored for the energy transition
David Costello recently presented at the Portfolio Construction Forum Finology Summit(3 May 2023)
The energy transition represents the greatest economic opportunity since the industrial revolution from 1760 to 1840. Reliably capturing the potential of this opportunity and delivering tangible environmental impact will require investors to assume a posture shaped by three core beliefs: that their legacy ought to be a net-zero world, not just a net-zero portfolio; that they should seek economic leverage, rather than exposure, to the energy transition; and, that they should pursue value accretion in their portfolio rather than growth.
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Magellan offers two market-leading strategies, global equities and global listed infrastructure. Find out how easy it is to invest in the world’s best companies, as chosen by Magellan’s experts.
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