This is the big one: Nick Griffin
Imagine being able to tap into the tailwinds behind Tesla without paying a premium for it. There's an opportunity "as big as the internet" and people haven't caught on yet. Better yet, the companies underpinning this thematic haven't yet hit large-cap status and they're ripe with the investment opportunity of a lifetime.
In this video, Nick Griffin, head of investments, at Munro Partners explains why, as an investment opportunity, climate change will be as big as the internet. He said there are very few companies right now with market caps above $50 billion. Part of the reason people are underestimating the opportunity is they're not ready to invest in what Griffin calls "boring" companies.
With $50 trillion of investment needed to meet net-zero targets around the world Griffin says he is following the money to identify the beneficiaries of this trend.
Watch the video or read the edited transcript here: https://www.livewiremarkets.com/wires...