Fund update:
In this webinar, you will discover the latest insights on renewable energy investments amidst geopolitical uncertainties. Explore how industry experts navigate the evolving market dynamics and strategic opportunities.
Subtitles: Texted in English and translated using AI into Spanish, German and French. We disclaim any potential language errors in the translation. Select your preferred language or turn subtitles on/off by starting the video and clicking the speech bubble in the bottom right corner.
Amra Koluder, Head of International Distribution and Portfolio Manager Christian Rom discuss the renewable energy sector's challenges and opportunities.
The webinar focuses on geopolitical uncertainties and rising interest rates, where 2024 saw record investments in renewables. The focus remains on fundamental stock selection, with key holdings in power storage and grid segments.
China drives down costs, benefiting emerging markets, while the EU faces regulatory challenges. Electricity demand is expected to grow, driven by electrification and data centers, with renewables being the fastest and most affordable solution.
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