Sep 17, 2026 · 11 min · 8 segments
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental…
Ed LeesGuestDaniel MorrisHostIt's been a pretty surprising 18 months, two years, and the impact of those surprises on the space you invest in, less surprising.
Positive surprise as far as ESG is concerned with the election of Donald Trump in America and a change in the attitude of the U.S. administration.
On the other hand, a couple of supportive surprises, the arrival of AI in data centers, the demand for energy, and the realization that they need everything that they can get regardless of the source.
And then also, perversely, the war in Iran, where a new appreciation of a dependency on oil markets isn't the most desirable position to be in and looking for alternatives.
These are some of the factors you're having to deal with when you think about investing in this space.
What are the main themes for you today for environmental solution strategies and why do you see these as the ones that matter?
It's been a pretty surprising 18 months, two years, and the impact of those surprises on the space you invest in, less surprising.
Positive surprise as far as ESG is concerned with the election of Donald Trump in America and a change in the attitude of the U.S. administration.
On the other hand, a couple of supportive surprises, the arrival of AI in data centers, the demand for energy, and the realization that they need everything that they can get regardless of the source.
And then also, perversely, the war in Iran, where a new appreciation of a dependency on oil markets isn't the most desirable position to be in and looking for alternatives.
These are some of the factors you're having to deal with when you think about investing in this space.
What are the main themes for you today for environmental solution strategies and why do you see these as the ones that matter?
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