Energy transition: Beyond renewables
- What you are about to read is not another 2024 outlook, one offering you our pearls of wisdom on how to position for the next 12 months. We have all read enough outlooks for 2024, all of which may have to change by March.
- Our Q1 2024 Outlook is the result of a brainstorming exercise across our Equities and Multi Asset investment teams to uncover areas of the market where we still find significant potential upside.
- The opportunities that we uncovered are at the crossroads of our three favoured structural themes: infrastructure, innovation, and the low-carbon ecosystem. They all stem from one underlying transformative force: energy transition.
- We discuss cable companies from France to China, the critical role that some Japanese companies play in a lower carbon world, the emerging opportunity in off-grid renewables in the mining industry, and the double-sided impact of Artificial Intelligence in energy transition.
The information provided should not be considered a recommendation to purchase or sell any particular security. The views expressed in this document should not be taken as a recommendation, advice or forecast. Past performance is not a guide to future performance. The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested.
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