In a sponsored interview published in the November issue of Real Assets Adviser, Elise Vaudour, head of wealth – green investments at Macquarie Asset Management (MAM), discusses the supply-and-demand drivers in today’s power generation sector, as well as where she sees investment opportunities and the risks for the next five to 10 years found in the electrification theme. To combat those risks, she notes that “[MAM doesn’t} build our thesis around any single source of demand, including AI. Instead, we see a multi-decade transformation of energy systems that require sustained investment across several subsectors.” To learn more about how MAM is taking advantage of the energy transition, access a pdf of the sponsored interview by clicking here.
