Energy Security in 2026: Where are the investment opportunities for capital markets?

Wednesday 20 May 2026 | 18:00 - 20:30 | Evening Event

This event is brought to you by CFA UK Sustainability Community. 

Energy security has become one of the defining forces shaping global markets in 2026. From supply volatility and shifting geopolitics, to rapid growth in renewables and storage, the investment landscape is being reshaped by structural change in real time. 

Recent volatility in global energy markets has again underscored the strategic value of renewables as UN Climate Chief Simon Stiell noted “Renewables turn the tables… sunlight doesn’t depend on narrow and vulnerable shipping straits, and wind blows without massive taxpayer‑funded naval escorts.” In a world of rising volatility, investors are reassessing where risks and opportunities truly lie across energy systems and asset classes. 

Join the CFA UK Sustainability Community for an in person evening at BNY Mellon London, where leading voices from across the investment industry will explore how energy security is influencing risk, return expectations, and capital allocation today. 

We are pleased to confirm participation from senior representatives at this stage including: 

• Saida Eggerstedt, Head of Sustainable Credit, Schroders
• John Teahan, Portfolio Manager, Redwheel 

Saida and John are joining the panel to share insights on how asset managers and asset owners are navigating volatility, financing the transition, and positioning portfolios for long-term resilience.

This interactive event will examine: 

• The market consequences of ongoing oil and gas supply disruptions 
• How infrastructure constraints and grid capacity are affecting the pace of the energy transition 
• Where investors are finding opportunities across public and private markets 
• How capital is being deployed into technologies that enhance system resilience 
• What long-term strategies asset owners are adopting to manage future supply shocks 

Following the discussion, you are invited to continue the conversation over networking drinks with peers and industry practitioners. 

Come away with a clearer view of the forces shaping energy security  and what they mean for your investment decisions in 2026 and beyond. 

Speakers

Saida Eggerstedt, Head of Sustainable Credit, Shroders

John Teahan, Portfolio Manager, Redwheel

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