The fast view
- Artificial intelligence (AI) is accelerating demand for clean and efficient energy. As a result, the growth opportunity across the clean-tech value chain is multiplying.
- AI is driving tailwinds for companies delivering decarbonising technologies across the areas of renewable energy, electrification and resource efficiency.
- The opportunity set is diverse. For example, we expect much more demand for a broad range of energy-efficiency solutions across semiconductors and electrical equipment.
General risks. All investments carry the risk of capital loss. The value of investments, and any income generated from them, can fall as well as rise and will be affected by changes in interest rates, currency fluctuations, general market conditions and other political, social and economic developments, as well as by specific matters relating to the assets in which the investment strategy invests. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Environmental, social or governance related risk events or factors, if they occur, could cause a negative impact on the value of investments.
Specific risks. Sustainable, impact or other sustainability-focused portfolios consider specific factors related to their strategies in assessing and selecting investments. As a result, they will exclude certain industries and companies that do not meet their criteria. This may result in their portfolios being substantially different from broader benchmarks or investment universes, which could in turn result in relative investment performance deviating significantly from the performance of the broader market.
