Investing in the energy transition
The new energy portfolio seeks investments based around the generation and storage of sustainable energy as well as electrification and energy efficiency.
We believe the transition to a sustainable energy system will be driven as much by economics as climate concerns and policies. Hence we think the energy transition offers multiple investment themes that are likely to see secular growth for decades to come.
The portfolio is designed to capitalise on these opportunities via different asset classes such as equities, fixed income and alternative investments.
Head of New Energy