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Megatrends take off: energy and digital transition

Investors therefore play a crucial role in this process, not only to be able to make informed decisions about their own finances, but also to influence the discourse and have a positive impact on the world.

In these perspectives we highlight two megatrends that must be taken into account as they are evolving at great speed.

– On the way to a greener future: the energy transition

The energy transition is reduced to this: The world wants to replicate in a few years what has been done in more than a century. And this time much more sustainable.

– Towards a more connected future: the digital transition

The excitement surrounding generative AI and its potential to revolutionize nearly every industry is one of the hottest topics of 2023 as AI has entered a “mass adoption” phase.

The country dominates the world’s renewable energy production and storage capacity, including 90% of solar production. China also produces a staggering 75% of the world’s batteries.

In addition, it has many leading companies in areas such as solar panels, batteries and other components for electric vehicles, automation and modernization of electrical grids for a renewable future. Therefore, the green revolution offers important long-term opportunities for investors.

China is the world’s largest emitter of greenhouse gases. Reaching carbon neutrality by 2060 will not be easy. However, the country is investing heavily in areas such as solar power, wind power and batteries. As a result, many Chinese companies are at the forefront of tomorrow’s technologies. For investors with access to the necessary local resources and knowledge, we believe China’s green push represents a significant opportunity.

The return of the North American market via a small cap USA fund. There are clearly remedies worth keeping an eye on in portfolio as the following investment strategy: Threadneedle American Smaller Companies Fund: his manager Nicolás Janvier, rated AA by Citywire, tops the US RV category for small and medium-sized businesses, Achieve a 3-year return of 23.10% and 12.92% after 5 years.

So far this year the profitability It was down around 1% at the end of March, possibly for that reason it’s a good time to get into this fund and with a long-term vision.

“We beat the market with quality dividend companies that we put in an ETF.” They combine the advantages of an ETF – liquidity, low costs, diversification and intraday trading – with the active management that characterizes Fidelity. Domingo Barroso, responsible for this manager’s ETFs and index funds business for Iberia and Latam, tells us about it.

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