Pedro Palandrani, Director of Research and Alec Lucas, Research Analyst at Global X ETFs discuss the energy transition mega-trend, key themes and allocation strategies.
The energy transition is accelerating faster than ever. The move higher in global natural gas and power prices is potentially a longer-term catalyst for acceleration of development of renewable energy capacity globally across a variety of technologies including solar, wind, green hydrogen, among others. Similarly, the transition to EVs which are up to three-to-four times more energy efficient than ICE vehicles are likely the best way to reduce emissions. Finally, with fertilizer prices surging amid supply chain disruptions, AgTech could play an increasingly important role as it seeks to minimize agricultural inputs and maximize outputs.
Global X offers more than 90 ETFs spanning a diverse range of sectors across thematic growth, income and international access categories and manages roughly $43B in assets. Thematic ETFs allow investors to access or overweight certain parts of the market that may otherwise be ignored or underweighted by major indexes. Global X’s line up of thematic ETFs include:
The Global X CleanTech ETF (CTEC)
The Global X AgTech & Food Innovation ETF (KROP)
The Global X Renewal Energy Producers ETF (RNRG)
The Global X Autonomous & Electric Vehicles ETF (DRIV)
To learn more, register & watch Global X’s webcast – Thematic Investing: The Energy Transition Accelerates.
Topics of Discussion:
- Mobility – Electric vehicle (EV) sales are reaching an inflection point as consumers, auto manufacturers, and governments accelerate the shift away from internal combustion engines (ICEs) and towards battery-powered vehicles.
- Climate Change – Transitioning to clean energy sources and adopting clean technologies would put us on a path that limits climate warming and reduces its impacts.
- AgTech & Food Innovation – Unsustainable practices around food and water are driving food insecurity, water scarcity, and climate change. As population growth continues, innovation must upend our approach to food and water.