Global Energy Transition

Global Energy Transition

DATE
WEDNESDAY, 16 FEBRUARY 2022
Title Global Energy Transition
Moderator Yeap Kar Chun
Investment Advisor
Standard Chartered Bank Malaysia
Speaker(s) Ulrik Fugmann
Lead Portfolio Manager, Environmental Strategies Group
BNP Paribas Asset Management
Key Takeaways 1. Despite its strong earnings outlook ahead, clean energy stocks have been sold off significantly on the back of growth to value rotation and a stalled “green” stimulus package in US. The selloff has brought valuation of clean energy stocks to an attractive level and offers buy on dip opportunities for investors.

  

2. Waning inflation pressure and a possible passage of Build Back Better Plan in US are near term catalysts to watch that could potentially drive outperformance of clean energy stocks in 2022.

  

3. With government commitment in tackling climate change issues and clean technology becoming increasingly viable, the long-term investment case for clean energy stocks remains firmly intact.

  

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Global Energy Transition

Climate solutions portfolio developing, deploying and scaling environmental impact product and services.