Tom Nelson, head of thematic equity at Ninety One, talks to Conexus Financial managing editor Julia Newbould about the extent of the shock to energy markets through the Ukraine War and how it will impact the transition to clean energy and how portfolio managers can invest in renewables and achieve carbon zero targets in this volatile market.
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AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners. Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of
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