3rd October 2023 – Diluting Net Zero Commitments

We have all seen headlines and political debate on diluting net zero commitments, from low emission zones to EVs to renewable energy. Beyond politics, there are objective economic headwinds – cost inflation and higher interest rates made previously feasible projects untenable. We have seen project cancellations and guidance downgrades across renewable energy space. Amati fund managers Mikhail Zverev and Graeme Bencke will consider the implications and talk about how they’re navigating this complex environment in the Amati Strategic Innovation Fund.