Debate: 2022, taking stock of green growth
With considerable investment needs to limit the rise in global temperatures to 2°C by 2050, the energy transition represents a market with high growth potential, with different profiles depending on the stage of progress in the various countries. Everywhere, the need to transform businesses and consumption habits and to change regulations requires the development of new technologies, new business models and changes in production methods. What role can a portfolio manager play today in these new energy transition challenges? How can we best select companies that provide concrete solutions to the 5 D's of the energy transition: Decarbonization, Democratization, Decentralization, Digitalization and Detoxification?