The energy transition as a source of opportunity
Pauline Grange (Columbia Threadneedle) emphasises the opportunities that currently exist in the market to take advantage of European efforts to improve energy autonomy in Europe.
‘Growth in power semiconductors to continue for 10 more years'
Strong inflows into clean energy ETFs have pushed valuations of the various subsectors higher. To mitigate downside risks, a broader perspective on the sustainability theme is needed. Semiconductor manufacturers in particular are interesting, says Thiemo Lang, manager of the RobecoSAM Smart Energy Fund.