The Bulletin with UBS

Stranded assets

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Cover art for The Bulletin with UBS

18 January 2021

Episode 328

15 minutes

There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively interested in owning 10 per cent of assets. But who will buy and manage these stranded assets as the world transitions to a high-tech, net-zero emission environment? We discuss with Laurent Bouvier, global head of the Global Industrials Group at UBS.

18 January 2021

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