Event Details:

From High-Emitting to High-Growth: Opportunities From Companies Transitioning to Renewable Technologies
Wednesday, March 29, 2023
11:00 am - 12:00 pm EDT

As the era of low US interest rates ends, investors must adapt their strategies to find new growth opportunities. At the same time, governments worldwide are going all in on the energy transition. Stimulus programs like the US Inflation Reduction Act (IRA) and the European REPowerEU are creating an unprecedented opportunity for companies in the high-emitting industries targeted by these energy transition policies. The economics of decarbonization are tilting in favor of incumbent companies with both the will and the ability to decarbonize. These companies now have a chance to rebuild themselves entirely in a vast investment cycle that may drive earnings growth.

Join KraneShares Global Carbon Transformation ETF (KGHG) portfolio manager Roger Mortimer, and KraneShares Head of Climate Investments Luke Oliver, as they outline the case for investing in companies in high-impact industries with a stated commitment and demonstrated action towards decarbonization.