Join Ulrik Fugmann, Co-CIO at BNP Paribas Asset Management, Ralph Ibendahl, Managing Director at RBC Capital Markets, and Bianca Ziccarelli, Managing Director at CPPIB, as they delve into the shifting landscape of energy investment. They discuss how rising electricity demand and AI's influence impact clean energy opportunities amidst volatile tariffs and geopolitical tensions. The trio also highlights the competition between fossil fuels and renewables, shares insights on emerging technologies, and emphasizes the importance of strategic investment in a rapidly evolving market.
