Nuclear power has quietly stepped out of the shadows of the energy debate and into a far more central role – and it has happened faster than many expected.
In this week’s Macro Matters episode, Mike Willans and Bimal Patel, unpack what is driving this shift, from changing attitudes to net zero and energy security, to a new source of demand that is transforming the power landscape. They also discuss how this is feeding through to our macro views and long term investment thinking.
The above video is intended as a general review of investment market conditions. It does not constitute investment advice and has not been prepared on the financial needs or objectives of any particular person. It is intended for the use of institutional and other professional investors.