Energy transition solutions face a trilemma: They need to be aligned with sustainability, security, and affordability. Danish asset manager C WorldWide Asset Management analysed the market in a whitepaper and found five broad building blocks for reaching the net-zero goal longer term.
“Inexpensive solutions are to be preferred to expensive solutions, while proven technologies are to
be favoured over unproven ones,” says Morten Springborg, Global Thematic Specialist, C WorldWide Asset Management. “Solutions can only be sustainable if the related investments can repay themselves to investors and society, both in monetary form and in terms of energy return on energy invested,” he adds.
Investing sustainably in the energy transition means investing in companies that abide by the energy trilemma.
Download the whitepaper here.
Read more
State Street Global Advisors
Grey Swans that could impact the markets in 2024
Grey Swans do not necessarily need to be negative.
Pictet Asset Management
Fixed income investing poised for a drastic change?
Emerging Market bonds are more promising this year than in 2023.
Ninety One
Debunking misconceptions in EM Equities
“EMs would now grow through domestic consumption, decoupling from the developed economies.”
JPMorgan Asset Management
US elections: what investors need to know
“…investors should let their long-term goals, time horizon, and risk tolerance dictate their portfolios, not the political cycle.”
