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Dear ala kot,
In this edition of our newsletter, Sonja de Ruiter explains why the energy transition in Europe is no longer only driven by climate goals. Economists Maritza Cabezas and Joeri de Wilde present their mid-year economic outlook for emerging markets and advanced economies. Our investment in the spotlight is American pharma company Eli Lilly.
Kind regards,
Dick van Ommeren
Chair of the Management Board
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The energy transition started out as a response to climate change. Sonja de Ruiter, Head of Fund Management at Triodos Investment Management, now sees a broader picture emerge. “It's no longer about climate change only,” she says. “Energy independence and security have emerged as equally important drivers, as both are of vital importance to Europe’s economy.”
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Conflicts are crossing borders, energy security has become more important than ever and uncertainty over central banks’ interest-rate paths is fuelling currency volatility. Even so, emerging markets have proved more resilient than expected, writes economist Maritza Cabezas.
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How do the competing forces of geopolitical uncertainty and technological optimism shape inflation, monetary policy and economic growth across advanced economies? According to economist Joeri de Wilde, the answer can be found in one of three alternative scenarios.
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As an established player in the global pharmaceutical industry, Eli Lilly has greatly contributed to the development of the modern pharmaceutical sector. The company is included in several of our Impact Equity and Bond portfolios, including Triodos Global Equities Impact Fund and Triodos Euro Bond Impact Fund.
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Vastly overvalued, the SpaceX share nevertheless exerts an enormous pull. This fascination lies less in the figures than in the narrative that accompanies them: the promise of simply shifting our resource-intensive lifestyle into space with the help of technology, without fundamentally changing our behaviour, argues Joeri de Wilde.
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As energy price shocks hit the continent for the second time in four years, one thing is clear: the core investment case for the energy transition has widened. Security of supply and strategic autonomy have emerged as equally important drivers.
Watch the webcast and find out how to build long-term portfolio resilience and support broader strategic goals.
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This is a marketing communication. Please refer to the prospectuses and KIDs of Triodos Global Equities Impact Fund, Triodos Euro Bond Impact Fund and Triodos Energy Transition Europe Fund before making any final investment decisions. An overview of the investor’s rights can be found in the prospectus which can be found on www.triodos-im.com. The value of your investment can fluctuate because of the investment policy. The afore mentioned fund is managed by Triodos Investment Management. Triodos Investment Management holds a license as alternative investment fund manager and UCITS and is under the supervision of the Dutch Authority Financial Markets and the De Nederlandsche Bank.
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