The return trap in renewable energy investments

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.

Authors

Bernd Deeken

Portfolio Manager

Justus Schirmacher

Portfolio Manager

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.