Case study

Schneider Electric: rewiring the economy for a net-zero world

Schneider Electric is a company that has focused its business model on providing solutions for a low-carbon, electrified, digitised and decentralised-power planet.

23 Nov 2023

10 minutes

Graeme Baker
Yuxin Lin

The transition to an electrified and more energy-efficient world demands a new set of products and industry know-how. Simply put, getting to net zero will require us to rewire the global economy. For select companies, it is a once-in-a-generation commercial opportunity.

In this video, Ninety One’s Global Environment team explores investing in decarbonisation. The team focuses on Schneider Electric, a company that has focused its business model on providing solutions for a low-carbon, electrified, digitised and decentralised-power planet.

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Authored by

Graeme Baker
Portfolio Manager
Yuxin Lin
Analyst

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