Wind and solar are now the cheapest ways to generate electricity in many countries, including the UK, and this should translate into even higher demand for renewables: it not only makes sense economically but is also the answer to reducing the carbon intensity of the electricity we use.
One of our 20 themes across the Sustainable Future fund range is Increasing energy from renewable sources, which we see as a multi-decade structural shift as the world moves towards lower-carbon energy. We believe this is a key trend for any fund to get right to generate attractive returns, and wind turbine manufacturers are a clear beneficiary of this changing landscape.
Gresham House plc (LON:GHE) is a London Stock Exchange quoted specialist alternative asset manager offering funds, direct investment and tailored investment solutions, including co-investment, in public equity, private assets, renewables, new energy and housing.