Richard Marwood, Senior Fund Manager, RLAM and Niko de Walden, Fund Manager, RLAM
For Professional Clients only, not suitable for Retail Clients.
Richard Marwood and Niko de Walden look at how cash generation can accelerate as profits shrink when businesses wind down activities where climate change is resulting in falling demand, allowing for both excellent Income and an ability to transition businesses. We look at historical, present and arising examples of how the market focusses on the theme and misses the cash generation that will ultimately drive Income and shareholder returns.
Duration: 30 minutes