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Four megatrends you need to know about (and how to play them)
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A handful of powerful megatrends are driving trillions in investment. Here’s what’s behind them and how investors can gain exposure. Speakers: EQT’s Sam Franklin focused on the energy infrastructure needed to power the digital economy. Munro Partners’ Nick Griffin argued the AI boom is only getting started. Janus Henderson Investors’ Daniel Sullivan made the case for a new resources supercycle. VanEck’s Jamie Hannah highlighted a transformation in global defence spending. TIME CODES 00:15 – Sam Franklin (EQT)– The energy opportunity 02:50 – Energy demand is accelerating 05:05 – Why solar, batteries and gas are winning 07:06 – What EQT looks for in energy investments 11:04 – Nick Griffin…