EV Adoption – Invest in Winning Assets

The EV secular growth trend is not just about cars! For cars to roll safely on a road, it needs power storage (batteries), charging infrastructure, semiconductors and sensors, amongst others. Each of this sub-segment will push forward at its own speed the way forward, but always considering to address the over arcing objective of urbanization, aging demographics, climate change, and leading the world with a new future.

We believe that there will be a number of watchwords to look for. In particular, we at look

-        Renewables (Infrastructure, batteries, amongst others)

-        Infrastructure (Materials, Urbanisation)

-        Hydrogen, and

-        Digitalization (EV-Enabling technologies)

Each of this group has its own opportunities and investment angles adding much flexibility for a tangible risk-return adjusted portfolio construction, whilst maintaining the long-terms aspect of a mandate.