Webinar: Power, politics and portfolios: Investing through the global energy transition

Tuesday 06 October 2026 | 17:00 - 18:00 | Webinar

This webinar has been organised by the CFA UK Sustainability community

The global energy landscape is undergoing a profound transformation. Geopolitical tensions, shifting trade relationships, energy security concerns and the accelerating transition to a lower-carbon economy are reshaping markets and creating new challenges for investors. 

How should investors think differently about energy allocations in a world where geopolitics is reshaping markets? 

Join us for a discussion with Stephanie Kelly, Principal for Systems Change Research and Paul Udall, ASIP Senior Portfolio Manager, Lombard Odier Investment Managers on how investors should navigate the evolving relationship between geopolitics, energy markets and portfolio strategy. 

The webinar will be hosted by John Teahan, CFA Portfolio Manager, Redwheel. 

The session will explore how geopolitical forces are influencing capital flows across the energy value chain—from traditional energy and infrastructure to renewables, power markets and the technologies enabling the energy transition. 

Designed for portfolio managers, investment analysts, asset allocators, wealth managers and investment advisors, institutional investors, this webinar will examine where risks are emerging, where opportunities are developing and how investors can build resilience in portfolios during a period of unprecedented energy market change. 

This webinar is also for investment professionals with an interest in energy markets, sustainability experts, infrastructure and private markets investors, commodity and natural resources analysts 

What you'll learn 

• How geopolitics is reshaping energy markets and investment decisions  
• The implications for investors across oil & gas, infrastructure, utilities and renewables  
• How energy security and the transition agenda are influencing capital allocation  
• The outlook for commodities, supply chains and critical minerals  
• How investors can assess opportunities and risks in a changing energy landscape  
• Key themes to watch as markets adapt to a new energy order  

Who should attend: portfolio managers, investment analysts, asset allocators, wealth managers, institutional investors, and sustainability professionals seeking or understand the investment implications of geopolitical shifts in global energy markets 

Speakers

Stephanie Kelly, Principal for the Global Systems Change team, Lombard Odier Investment Managers 

Stephanie is Principal for the Global Systems Change team at Lombard Odier Investment Managers where she leads research on a broad cross-section of macro themes. Before joining Lombard Odier, Stephanie founded the Resilient Investor focused on political and environmental resilience. Previously roles include Head of Greenwheel at Redwheel and the Deputy Head of Aberdeen Research Institute. Stephanie holds a BA(Hons) in economics and politics and MSc in international politics from Trinity College, University of Dublin.

Paul Udall, ASIP, Head of Portfolio Management for the Systems Change Equities Team, Lombard Odier Investment Managers 

Paul is Head of Portfolio Management for the Systems Change Equities Team at Lombard Odier. Paul is a highly experienced investor with over 30 years investment management experience. Prior to joining Lombard Odier in 2019, Paul managed sustainability strategies for Aviva Investors, Tudor, GAM, and Norges Bank Investment Management. Paul has a BSc in finance and MSc in investment analysis. He is an Associate member of the CFA (UK) and Associate member of CFA Institute. 

John Teahan, CFA,  Partner and Portfolio Manager, Redwheel

John Teahan is a Partner and Portfolio Manager at Redwheel, where he has worked since 2010. He leads company engagement for the Global Intrinsic Value Team, with a focus on value creation, sustainability and integrating non-financial risks into investment decisions. Previously, John held derivatives and fund-management roles at Schroders and began his career at Bank of Ireland Asset Management in 2000. He holds an MA from Trinity College Dublin, is a CFA Charterholder, and serves as a Non-Executive Director of The Investor Forum CIC.