The secular theme of electrification
The secular theme of electrification
09 March 2021
An interactive discussion with Kathy Davey, our Investment Manager who will share insights into the secular theme of electrification. Kathy will discuss key topics such as how the drive towards energy sustainability, the energy transition and increased connectivity are all driving the need for more electrical products and services.
The following points will be addressed:
• The growth in electricity as a proportion of the global energy mix.
• The secular themes driving this growth and the drive towards higher electrical efficiency.
• How the Global Leaders Equity fund accesses this opportunity.