Electrifying investment opportunities:
The 3Ds

Decarbonisation, digitalisation and decentralisation have been identified as the three forces driving the energy transition and making it an attractive growth area for investors on the road to a low-carbon economy. Together, these ‘3 Ds’ represent an electrifying and diverse opportunity set worth an estimated USD 115 trillion.1

Smart and green buildings emitting little CO2 encompass all 3 Ds. The Empire State Building in New York or the Shanghai Tower in China are two familiar examples.

Green buildings have taken off worldwide. By 2030, they are expect to represent a significant low-carbon investment opportunity worth an estimated USD 24.7 trillion in emerging markets alone.2

New government policies, innovation and streams of capital are being directed to upgrading and greening energy systems. We believe some areas are bound to de-risk and new growth stories will emerge.

We are investing in these growth drivers in our energy transition strategy. Be part of the energy system’s multi-decade transformation that will be powering our future and your investment returns.

Watch our video on the electrifying investment opportunities that the decarbonisation, digitalisation and decentralisation of energy systems offers you

1Source: IRENA International renewable energy Agency, World Energy Transition Outlook, April 2021.
2Source: Green Buildings, A Finance & Policy Blueprint for Emerging Markets, by International Financial Corporation (IFC), 2019.

Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this podcast do not in any way constitute investment advice.

The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns.

Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions).

Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.


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