Insights for professional investors
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Insights for professional investors
From niche product to megatrend. Rapidly advancing climate change has raised the issue to the top of investors‘ priority list. The race against time is driving the transformation to a carbon dioxide-neutral global economy. Which themes and trends can investors invest in? How do green investments fit into a portfolio?
Note: The following information is exclusively for professional investors from the UK.
Higher energy prices are likely to accelerate the net-zero transition in Europe to reduce its energy dependence on Russia and ultimately the rest of the world. There are rising opportunities in renewable energies and clean technology. We will examine various investment opportunities to capture the full green energy value chain.
Green investing has become so popular that the question of the “Greenium” needs to be raised. Aren’t we paying too much for ESG and Climate related assets? Harnessing the power of value investing through sector rotation combined with ESG and Climate integration will be key to correctly balance fundamental characteristics of the market and future likely trends, shaped among other things, by the quest to make investors’ portfolio better positioned from a sustainability point of view.
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