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
