When even conservative estimates suggest $50 trillion in spend is going to be focused on decarbonisation in coming years, it’s time to pay attention. After all, that’s $50 trillion in potential revenue opportunities for companies that know what they are doing.
It’s no surprise therefore that the opportunity is a big part of the growth-oriented fund manager, according to James Tsinidis, portfolio manager of the Munro Climate Change Leaders Fund.
James shares the investment case and a range of insights with Livewire Markets.
Click here to watch the video or read the transcript.