The energy sector is in an exciting stage of transition as economies move towards net zero emissions
Electric mobility is charged and accelerating its disruptive march into the automotive landscape.
Resource constraints and emission restrictions will squeeze manufacturing margins and boost innovation.
Invests globally in companies providing technologies for clean energy production, distribution, power management infrastructure and energy efficiency.
Targets the transformation of the manufacturing supply chain by focusing on sustainable ingenuity and innovation.
Looks for companies benefiting from the electrification of transportation, such as the makers of mass-transit systems.
Invests in products and services enabling a clean and safe water supply as well as higher efficiency in water treatment and infrastructure.
Focuses on circular logistics chains, efficient waste management systems and the promotion of socially-balanced and eco-friendly lifestyles.
Invests in companies that promote good health and well-being and contribute to an efficient healthcare system.
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Global electrification is vital if the world is to decarbonize and meet the Paris Agreement. Spikes in energy prices and concerns over Russian gas supply are showing how vulnerable the world is while it is reliant on fossil fuels. The long-term answer lies in using renewable energy, building out the smart electricity grid and capitalizing on energy efficiency solutions.
In this webinar, Roman Boner, Portfolio Manager and Michael Studer, Deputy Portfolio Manager, share their views on the current energy markets and forces at play. What do high energy and carbon prices, supply chain shortages and inflation fears mean for Robeco’s Smart Energy strategy, which invests in clean energy sources and energy-efficiency technologies that will transform the sector and decarbonize our economies.
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