Why invest in the energy transition?



Explaining the key drivers behind the rapid rise of Clean Energy and the investment opportunities this creates:

  • Public awareness and desire to change
  • Governments including the EU, China, Japan, UK and the US under President Biden are taking decisive action on both the climate emergency and air pollution
  • Complete transformation of energy landscape. Wind and solar are now the cheapest sources of electricity generation, even without subsidy
  • Complete transformation of transport industry: e-mobility and autonomous driving
  • New manufacturing methods, with more software and A.I."

Client Portfolio Manager, Thematic Equities
Pictet Asset Management