The return trap in renewable energy investments

The Green Revolution is one of the most important megatrends for the next decade and beyond. Bernd Deeken, Senior Fund Manager, explains why, despite the strong trend in renewable energy there are few investment opportunities for investors.

We identified the Green Revolution as one of the three most important structural megatrends driving the global equity universe over the next decade and beyond. The most significant part of this revolution is the shift away from fossil fuels and towards net zero emissions. Of course, renewable energy has an important role to play here. The battle against Climate Change should thus provide a lasting growth tailwind to the sector. And yet, we are hardly invested in the space. In this Spotlight, we want to explain to you, why we see so few attractive investment opportunities in renewables.

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Authors

Bernd Deeken

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.

Portfolio Manager
Justus Schirmacher

Justus Schirmacher has been portfolio manager at Berenberg since January 2019. He began his career in 2014 with Goldman Sachs as an equity analyst in the European Autos Team. Before joining Berenberg, Justus Schirmacher worked in the GS SUSTAIN team. The focus here was identifying cross-sector companies with successful and sustainable business models that have strong competitive advantages and benefit from structural growth. Justus Schirmacher studied history at the University of Cambridge.

Portfolio Manager

Suitable investment solution

Equities

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.

Fundname
ISIN | WKN:
Performance
1 year
Volatility
1 year
NAV

Berenberg Sustainable World Equities R A

LU1878855581 | A2N6AL
Date: 25.01.2022
ISIN: LU1878855581
WKN: A2N6AL
Performance 1 year: -8.29%
Volatility 1 year: 16.47%
NAV: 164.92 EUR