Konstantin & John on our 2023 Environmental Outlook: The Green Book

In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team.  

Together, our experts map out environmental investment opportunities from our Green Book.

 

Learn by Key Topics:

 

(1:04) 3 drivers behind John’s investment thesis 

(2:22) Milestones in 2022 

(3:25) Climate Goals in 2022

(7:20) 2022 & impacts to the environmental economy

(15:23) Solar vs. wind energy

(26:10) Transition from fossil fuels 

(38:25) Optimism levels heading into 2023

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com