A panel of leading investors in fusion share their thoughts on fusion as an investment opportunity and how fusion sits alongside allocations to renewables, alternative energy, deep-tech:

• What are expectations, over what time horizon, and how has fusion performed vs. expectations thus far?
• Can fusion enhance short- and long-term returns? Does it reduce risk/bring diversification to a portfolio? What’s an ideal weighting towards fusion?
• How might a ‘megafund’, amalgamating fusion projects into a single financial entity, improve the risk-return profile fusion investments?
• Few and large investments in scientifically mature approaches or several smaller early-stage investments in novel approaches?
• Many investors lack the in-house expertise to assess the merits of fusion technology and there is little public research available to assist analysts. How can technical analysis/diligence be effected efficiently?