Given the various dynamics involved, the required spending to achieve net-zero emissions and the reduction in fossil-fuel power generation are likely to be inflationary, before the various ramifications – including the shift to renewable energy – are disinflationary over the long term. But how fast the transition occurs, alongside the unknowns of future government policy and even geopolitical dynamics, mean significant uncertainty remains.
Scott Ruesterholz, portfolio manager, fixed income, Insight Investment.
Doc ID: 849156
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