It’s easy to look at the scale and complexity of getting the world to zero carbon emissions and lose hope. While we do not downplay how hard this is going to be, it can broadly be broken into three pieces, each with a different set of risks, opportunities and time frames.
Curtis Cifuentes introduces some opportunities that may benefit from changing trends in renewables, decarbonisation and the electrification of homes, cars and businesses.
Curtis Cifuentes summarises Avenir’s high-level framework for thinking about the renewable energy opportunity set and where they apply their analytical resources.
Curtis Cifuentes discusses why the politicised nature of renewable energy plus misconceptions around the sector may present an opportunity for investors.
Curtis Cifuentes shares his insights on Sony and details why the company is seemingly underappreciated by the market.
As seen in the The Australian, Curtis Cifuentes weighs in on GM and their commitment to electric vehicles (subscription required).
Curtis Cifuentes outlines our investment thesis for Sony, our stock pick for the Future Generation Virtual Investment Forum.