Perspectives on a Mega Investment Theme: Energy Transition
Evercore Edge
How a CPP Played Across the Spectrum of Traditional and Newer Technologies
I think maybe stepping back, as I mentioned a minute ago, we've got the ability to express ourselves in a very broad way across the entire chain from traditional to new energy. We're really looking at that opportunity through the lens of where do we think we can achieve the most attractive risk adjusted returns. And so I think we don't have specific targets. I think we see exciting opportunities in all of these areas. But for context, about half of our portfolios in traditional energy, and the other half is in renewables and some of the more emerging areas of the sector. So I think that's more coincidental than anything else.
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