Investment Insights
August 28 2023

The Energy Transition and Shareholder Yield

20 min read

Michael Jin, CFA, Managing Director, Research Analyst, TD Epoch

We look at the primary drivers of the trajectory of the energy transition – technology, economics, energy security, policies and regulations, and several disruptive known unknowns – and highlight some of the investment implications for the sectors we view as most tied to this multidecade path – energy, utilities and materials.

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