EPISODE · Jan 20, 2023 · 45 MIN
Konstantin & John on our 2023 Environmental Outlook: The Green Book
from The Invested · host mackenzieinvestments
In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team. Together, our experts map out environmental investment opportunities from our Green Book. Learn by Key Topics: (1:04) 3 drivers behind John’s investment thesis (2:22) Milestones in 2022 (3:25) Climate Goals in 2022 (7:20) 2022 & impacts to the environmental economy (15:23) Solar vs. wind energy (26:10) Transition from fossil fuels (38:25) Optimism levels heading into 2023 At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
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Konstantin & John on our 2023 Environmental Outlook: The Green Book
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