Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets Trust (UEM), discusses the drivers of energy consumption in emerging markets, highlighting population growth, urbanization, increasing GDP, and the rise of the middle class.
In this interview, investors will learn:
- Reduced costs and improved performance of renewable energy assets make them attractive for emerging markets
- Transmission assets are crucial for connecting renewable energy sources to the grid
- Government support and regulatory environment are essential for successful energy transition investments
- Emerging markets will continue to play a significant role in global trade, with increased volumes shifting to neighboring countries
- Countries such as Mexico has benefited from the shift in trade, becoming the largest trading partner for the US
- Utilico Emerging Markets Trust looks for investment opportunities that can adapt to changes in global supply chains
Jacqueline Broers, Deputy Portfolio Manager at Utilico Emerging Markets Trust, was interviewed by John Hughman for focusIR.
