The global energy landscape is undergoing a profound transformation. Geopolitical tensions, shifting trade relationships, energy security concerns and the accelerating transition to a lower-carbon economy are reshaping markets and creating new challenges for investors.
How should investors think differently about energy allocations in a world where geopolitics is reshaping markets?
Join us for a discussion with Stephanie Kelly, Principal for Systems Change Research and Paul Udall, ASIP Senior Portfolio Manager, Lombard Odier Investment Managers on how investors should navigate the evolving relationship between geopolitics, energy markets and portfolio strategy.
The webinar will be hosted by John Teahan, CFA Portfolio Manager, Redwheel.
The session will explore how geopolitical forces are influencing capital flows across the energy value chain—from traditional energy and infrastructure to renewables, power markets and the technologies enabling the energy transition.
Designed for portfolio managers, investment analysts, asset allocators, wealth managers and investment advisors, institutional investors, this webinar will examine where risks are emerging, where opportunities are developing and how investors can build resilience in portfolios during a period of unprecedented energy market change.
This webinar is also for investment professionals with an interest in energy markets, sustainability experts, infrastructure and private markets investors, commodity and natural resources analysts
What you'll learn
- How geopolitics is reshaping energy markets and investment decisions
- The implications for investors across oil & gas, infrastructure, utilities and renewables
- How energy security and the transition agenda are influencing capital allocation
- The outlook for commodities, supply chains and critical minerals
- How investors can assess opportunities and risks in a changing energy landscape
- Key themes to watch as markets adapt to a new energy order
Who should attend: portfolio managers, investment analysts, asset allocators, wealth managers, institutional investors, and sustainability professionals seeking or understand the investment implications of geopolitical shifts in global energy markets