The road to energy transition seems to be paved thanks to measures such as the US Inflation Reduction Act and the European Net Zero Industry Act. In Asia, too, the transition is becoming a strategic theme.
This opens up a variety of investment opportunities: from water management to the circular economy, from digitisation to education to health care, all related to the macro theme of scarcity.
Listen to Silvia Merler (Head of ESG & Policy Research, Algebris Investments) and Antonio Volpin (Senior Investment Director, Algebris Investments).
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