(English Audio) Deep-dive 2: Transition of mobility and utility sectors: EV, renewable energy and infrastructure

A session by Nick Langley, Chris Newton, Elza Holmstedt Pell and Rebecca Mikula-Wright
Clearbridge, IFM Investors, Responsible Investor and AIGCC

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About this session

  • What is the outlook for the automobile, transportation and utility sectors in global net-zero pledges?
  • Do ESG scores reflect companies’ readiness for industry/technology shifts?
  • What is the potential for stranded fossil fuel assets under net-zero pledges?
  • Is nuclear energy more favorable than renewable energy in the long-term?

  • Nick Langley, Managing Director, Portfolio Manager, ClearBridge
  • Chris Newton, Executive Director, Responsible Investment, IFM Investors
  • Rebecca Mikula-Wright, Executive Director, AIGCC
  • Moderator: Elza Holmstedt Pell, Deputy Editor, Responsible Investor

Handouts: