Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition cover art

Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition

Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition

Listen for free

View show details

About this listen

 In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most critical and investable themes of our time: the global energy transition. As energy costs rise and the pathway to net zero becomes increasingly complex, Sam offers a grounded, data-driven perspective on how capital can be deployed responsibly without compromising on returns. We explore how institutional-grade renewable and energy-transition assets are delivering attractive double-digit returns, why the sector has historically been dominated by large institutions, and what’s now changing for wholesale investors. The conversation spans global energy supply dynamics, political and regulatory uncertainty, and the real-world implications for investors seeking long-term, sustainable outcomes. Sam also shares how Octopus approaches asset selection, risk management, and portfolio construction in a space where sustainability and infrastructure intersect. For investors interested in future-proofing portfolios, aligning capital with decarbonisation, and understanding where genuine opportunity exists, this is a timely discussion with one of the leading minds in energy-transition investing.
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.