Ecofin at Redwheel’s Michel Sznajer on the electrification super-cycle

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-05-19

Michel Sznajer, Portfolio Manager, Ecofin at Redwheel | Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utility and infrastructure sectors. Listen to the full interview which covers: - How is A.I. changing the game for the utility/infrastructure sectors? - What role is there for renewables in a “Trump-led” world? - H...