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From Energy Transition to Earnings Power

15h30 - 16h00
Conference Room 2

Jags Walia, Head of Listed Infrastructure, will discuss the current environment for infrastructure investing, paying particular attention to the opportunities thrown up by recent geopolitical events. His presentation will highlight how the desire for food and energy security is feeding into stock valuations in subsets of the transport, grid, pipes and energy infrastructure sectors and how the combination of fundamental research and data analysis help our global listed infrastructure team identify the winners and avoid the losers.