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Power Plays: Navigating the Evolving Utilities Landscape

Summary

In this episode of “Know More, Risk Better,” host Zach Griffiths is joined by Andy DeVries, Head of Utilities at ²ÝÝ®Á÷Ã¥ÊÓƵ to dive into his preferred ways to position in the rapidly evolving Utilities space. They explore the effects of data center demand on power markets, customer growth impact on utility bills and political risk, and the implications of the Inflation Reduction Act on clean energy. They also discuss potential political changes, the trend of hybrid financing in utilities, and their impact on fixed income investment strategies.

Analysts

Zachary Griffiths, CFA
Head of IG & Macro Strategy

Andy DeVries
Head of Utlities

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