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11-06-2024 · Video
Transportation accounts for more than half of annual oil consumption and is responsible for almost a quarter of global greenhouse gas emissions. This will change in the coming decades with the electrification and decarbonization of the transportation sector, impacting not only cars, but also trucks, buses, trains, and even ships and planes.
Authors
Pieter Busscher CFA
Senior Portfolio Manager
Clément Chamboulive
Co-Portfolio Manager
Giacomo Fumagalli
Co-Portfolio Manager
Top keywords
At the heart of these exciting developments in ‘smart’ mobility – already well underway – is the transition to electric vehicles. Smart mobility solutions are not only helping to lower emissions and combat climate change. They also provide exposure to a broad ecosystem of innovative companies and present a not-to-be-missed opportunity for investors.
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