Tyler Rosenlicht

Tyler Rosenlicht, Senior Vice President and portfolio manager at Cohen & Steers, delves into the booming energy demand and infrastructure investing. He discusses the shifting landscape of energy priorities, including the importance of nuclear energy for stability and cleanliness. Tyler highlights the intricate relationship between rising utility costs and capital supply, while emphasizing the need for disciplined investment to avoid overcapacity. With insights on global demand projections and underappreciated opportunities, he navigates the complexities of modern energy markets.

In this discussion, Monica Duffy Toft, a Professor of International Politics at Tufts University, delves into the complex geopolitical dynamics at play in today's world. Tyler Rosenlicht, a Portfolio Manager at Cohen and Steers, shares insights on investment strategies linked to infrastructure and energy, advocating for a cautiously optimistic approach. The conversation touches upon the interdependence of Musk and Trump, stock volatility influenced by Musk's commitments, and the implications of geopolitical tensions, particularly involving China and Ukraine.

Chris Cote, an ESG research expert at MSCI, Tyler Rosenlicht, a natural resource equities portfolio manager, and Yu Ishihara, a sustainable investment leader, delve into the future of energy. They discuss the slow pace of the energy transition, noting increasing fossil fuel consumption despite lowering emissions in developed markets. The trio also explores the challenges in decarbonizing transportation, the critical role of government regulations in promoting electric vehicles, and the evolving perspectives on nuclear power's contribution to energy stability.