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Mobeen Tahir, associate director of research at WisdomTree, says the EV theme is beginning to make its way into portfolios through different avenues. Equity investors are not only looking at automakers, but they are also exploring the entire battery value chain that sustains the EV application, he explains. This includes miners of raw materials and battery manufacturers, but also those developing new charging technologies as well as alternatives to batteries like hydrogen fuel cells.
He adds: Commodity investors can also participate in this theme through their exposure to the raw materials integral to the manufacture of electric vehicles. Some of these metals include copper, silver, nickel, aluminium, and potentially platinum.
Some managers are optimistic about what this growth in green bond issuance could mean for them. Bertrand Rocher, portfolio manager and senior credit analyst at Mirova, is encouraged by the spread and depth of issuance he is seeing. The growth in the number of green bonds and the now vast variety of players issuing such instruments from North America, Europe and Asia can only be a positive for all fixed income portfolio managers and clients who want to participate in the necessary environmental transition, said Rocher.
Green bonds have been issued by entities ranging from car manufacturers and financial institutions to utility companies and sovereign states.
Investment Week is hosting its Alternatives Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of alternatives managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment for their portfolios and explain the role their strategies could play in helping diversify client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points.
Sarasin & Partners unveils Tomorrow s World Multi-Asset fund
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Fund will consist of 30-50 holdings
Climate change is a megatrend shaping the global economy that the fund will target
Sarasin & Partners is boosting its thematic fund range with the launch of the Sarasin Tomorrow’s World Multi-Asset fund, which will target companies supporting positive social and economic development.
The fund aims to provide long-term capital growth through a diversified portfolio of assets - including 30-50 global equities, sterling bonds and alternatives. It aims to provide investors with growth, balanced to manage both financial and sustainability risks.