11-06-2024 · Video

The future of mobility is electric

Transportation accounts for more than half of annual oil consumption and is responsible for almost a quarter of global greenhouse gas emissions. This will change in the coming decades with the electrification and decarbonization of the transportation sector, impacting not only cars, but also trucks, buses, trains, and even ships and planes.


    Authors

  • Pieter Busscher CFA - Senior Portfolio Manager

    Pieter Busscher CFA

    Senior Portfolio Manager

  • Clément Chamboulive - Co-Portfolio Manager

    Clément Chamboulive

    Co-Portfolio Manager

  • Giacomo Fumagalli - Co-Portfolio Manager

    Giacomo Fumagalli

    Co-Portfolio Manager

At the heart of these exciting developments in ‘smart’ mobility – already well underway – is the transition to electric vehicles. Smart mobility solutions are not only helping to lower emissions and combat climate change. They also provide exposure to a broad ecosystem of innovative companies and present a not-to-be-missed opportunity for investors.

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