After the sharp reduction of gas supplies from Russia, there is growing concern about a possible energy emergency in Europe during the coming winter.
The war in Ukraine, but also the advancing climate change require an acceleration of the energy transition. The use of renewable energies has become an important factor for national security in Europe. In this Spotlight edition, Bernd Deeken, portfolio manager and specialist for sustainable equities, examines the renewables energy sector under the current circumstances and places recent market changes in our investment context. Using examples such as wind turbine manufacturers or renewable energy producers, it explains what investors should look out for in their investment decisions.
Bernd Deeken joined Berenberg in April 2011. He is a portfolio manager in the equity fund management team and manages special mandates with a focus on sustainability for institutions, foundations, church institutions and private clients. He is responsible for the approach and selection of Berenberg’s sustainability universe. Previously, he worked in asset management in the area of multi-asset mandates. After his dual studies at the Berufsakademie für Bankwirtschaft in Hannover (including a bank schooling), he completed his Masters in Banking and Finance in Zurich and Aberdeen. He is a Chartered Alternative Investment Analyst (CAIA) and is also a CFA Charterholder.
We consistently invest in high-growth companies that make a positive contribution to tackling global challenges facing the environment and society. Smaller, very sustainable companies are often neglected and undervalued. You too can take advantage of this and get involved in this value creation process at an early stage.