Energy Security in 2026: Geopolitics, volatility, and where investors must act next

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

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

Energy security has moved from a long-term theme to a near-term investment risk and opportunity. It is no longer an ESG discussion, it’s a balance sheet issue. It’s a macro-risk, credit risk and political risk all at once. This has moved beyond ESG. It’s now a balance sheet concern with macro, credit and political implications.

In 2026, geopolitical shocks, supply disruptions, grid constraints and surging power demand are reshaping global energy markets in real time. From conflicts affecting oil and gas flows, to growing pressure on electricity systems driven by electrification, AI and data centres, investors are being forced to reassess what resilience really means across portfolios.

This is no longer just an energy transition story. It is a capital allocation challenge, cutting across public and private markets, credit, infrastructure, and real assets.
Recent volatility has underscored a hard truth: secure, reliable energy systems are now a strategic asset. As governments prioritise affordability, security and domestic supply the investment landscape is shifting rapidly crating winners, losers and new sources of return.

Join our Sustainability Community for an in-person evening at BNY Mellon London on May 20th , where senior investment professionals will examine how energy security is reshaping risk, return expectations and portfolio construction today, not in theory, but in practice.

At the event we will explore:

• How geopolitical tensions and supply disruptions are changing energy risk pricing
• Which parts of the energy system are becoming investment bottlenecks and why that matters
• Where capital is flowing across public and private markets to secure long-term resilience
• How asset owners and managers are positioning portfolios for future energy shocks
• What energy security means for credit risk, infrastructure returns and long-term strategy

Networking drinks will follow the discussion.

Speakers

Host: Jim Totty, Managing Director, Viridis Capital, CFA UK Sustainability and Private markets communities champion

Saida Eggerstedt, Head of Sustainable Credit, Shroders

John Teahan, Portfolio Manager, Redwheel

Louise Piffaut, Head of ESG, Aviva Investors

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