The Future of the Energy Transition with Tom Steyer

10/18/22 • 28 min

The transition from fossil fuels to renewable energy has created opportunities to invest in a broad array of green technologies. However, this evolution will be decades in the making with plenty of twists along the way. As the emergence of green energy takes shape, how can investors tap into renewables as well as underinvested corners of the traditional energy sector? In this episode, environmental activist and investor Tom Steyer, the Oxford Institute for Energy Studies’ James Henderson, and PGIM Private Capital’s Brian Thomas discuss the portfolio implications and challenges associated with the energy transition.

Previous Episode

The Price and Peril of a Low-Rate Regime with Edward Chancellor

The first experiment in quantitative easing ended in failure for 18th-century France. Is this a lesson for modern times? After years of ultra-low interest rates, central banks are tightening monetary policy to combat rampant inflation - a shift that has ignited volatility and depressed asset prices. With a sea change in interest rates underway, where can investors turn to bolster their portfolios?

In this episode, PGIM Quantitative Solutions' Ed Campbell and financial historian and author Edward Chancellor discuss the pitfalls of low rates and the investment outlook for a new era.

Next Episode

The New Dynamics of Private Markets with Josh Lerner

The Canada Pension Plan has prospered by investing in alternative markets such as private equity and debt, becoming a model for institutional investors around the world. Today, global pools of private capital stand at over $12 trillion, doubling in just six years.

In this episode, PGIM COO Taimur Hyat and economist Josh Lerner from Harvard Business School offer unique perspectives into the factors driving growth in private markets, current investment opportunities, and the outlook for private markets as interest rates rise.