Sustainable Investing Perspectives: Investing in Global Transitions

AI data-center buildout is being throttled by permitting and grid bottlenecks, favoring faster-to-deploy renewables over gas.

• Four-theme framework: AGF's sustainable strategy, running 25+ years, is built on water, waste, energy, and health, tracing back to the 1987 UN Brundtland Commission report on sustainable development.
• AI data centers strain permitting: Martin Grosskopf says roughly 40-50% of expected 2025 data-center construction has already been delayed due to permitting issues or state-level moratoriums.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.