BNP AM

The sustainable investor for a changing world

Chile solar energy photovoltaic power plant over Atacama desert sands

“We can see the evidence all around us,” Edward Lees and Ulrik Fugmann of the Environmental Strategies Group argue as they stress the ever more obvious need for the energy transition as populations, incomes and urbanisation grow, fuelling greater demand for energy just when emissions need to be curbed.  

Given the massive shifts in capital allocation and drastic policy changes required, Edward and Ulrik underscore the exceptional growth opportunity that the energy transition offers. Now is the time to invest in an area that is full of innovation and economic solutions, they say, as awareness among the public and politicians grows and more companies are becoming part of the solution.

Watch the video on the opportunity that is the energy transition

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Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

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