SUPPLY
DEMAND
ENABLE
Companies that improve the energy efficiency of existing infrastructure and replace fossil fuels in industrial processes.
Companies that improve the energy efficiency of existing infrastructure and replace fossil fuels in industrial processes.
Companies that provide technical innovations, equipment, infrastructure, materials, goods, and services that enhance power processing capabilities and create intelligent infrastructure.
ADVOCATES FOR
ACTIVE MANAGEMENT
Whether navigating market uncertainty or realising ESG goals, fund selectors prefer to employ actively managed solutions for their capacity to improve outcomes. Most consider active management superior to passive investing in its ability to generate risk-adjusted returns.
PRIORITISING PURPOSE
THROUGH ESG
Gatekeepers rank ESG as their highest priority investment theme and expect fund managers to share their commitment. Most support enhanced emissions analysis in the carbon solutions category, with seven in 10 calling ‘avoided emissions’ important despite limited industry efforts to account for them.
FEELING GOOD
ABOUT FIXED INCOME
More than two-thirds of gatekeepers believe fixed income will reclaim its long-held diversifying role as ballast to offset equity volatility after elevated correlation between stocks and bonds last year. Most also expect bonds to stage a performance comeback over the next 12 months.
GLOBAL EQUITY
BACK IN FAVOUR
Aggregate results show global equity to be the top target for increased equity allocations in the next 12 months. The next-highest priorities on the list, emerging market equity and Asia-Pacific equity, enjoy above-average regional support from Europe and Asia, respectively.
SOLAR PANELS
ELECTRIC VEHICLES
WIND TURBINES
NATURAL GAS PROVIDERS
RENEWABLES DEVELOPERS
BIOFUELS
HVAC AND BUILDING
MANAGEMENT
CCS - CARBON CAPTURE AND STORAGE
HYDROGEN
MINING
SMART METERS
GRID MODERNIZATION
BATTERIES
SEMICONDUCTORS
POWER ELECTRONICS