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Forest Trees
MSA Fall Conference 2018

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3.23.21 - THE RACE TO ZERO

Marko Papic,
PARTNER & CHIEF STRATEGIST
CLOCKTOWER GROUP
Marko Papic


Marko argues that The Race to Zero is an epochal endeavor to embrace efficiency over scale. It is a fulcrum paradigm that carves out policy space for both populism and multipolarity and is driven by a confluence of technological innovation, low cost of capital, domestic populism, geopolitical rivalry, and concerns over climate change. Marko will discuss R&D spending and its link to national security, along with his expectation for a rise in productivity in the late 2020s. He will also discuss "Green" stocks and their recent climb and potential for continued growth. Marko believes investors should be positioned for a decade-long outperformance of energy and industrials over IT and communications.



Click here to download the presentation as a PDF.