RISK ADJUSTED INVESTMENTS
There are various renewable sources of energy such as wind, hydropower, solar, geothermal, and bioenergy. The increasing developments in the technology are resulting in the decline costs of the renewable energy and the increasing competitiveness of the battery storage systems is positively impacting the growth of the renewable energy market. It is estimated that around 7% of the global energy demand is fulfilled by the renewable energy sources, currently. This share is expected to increase significantly in the forthcoming future. The global renewable energy market size was estimated at US$ 970 billion in 2022 and is expected to hit over US$ 2182.99 billion by 2032 with a registered CAGR of 8.50% from 2023 to 2032.
NEW TECHNOLOGIES, EMERGING MARKETS
We are in the midst of a technological revolution and emerging markets will be central to this both in terms of innovation, and as beneficiaries. By 2030, it is estimated that two-thirds of the global population will reside in cities. Smart cities, sustainable transportation, and efficient logistics networks will be critical for economic competitiveness. Emerging markets are increasingly becoming hubs for technological innovation and entrepreneurship.
Moreover, the adoption of digital technologies, such smart grids and AI applications, have the potential to surpass warranted solutions and drive more inclusive growth, with accompanying wealth effects.
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TRANSITION INVESTING
Structural shifts associated with the low-carbon transition – technological innovation, consumer and investor preferences for lower-carbon products, and shifts in government policies are reshaping production and consumption. The Industrials sector is at the forefront as it consumes high amounts of energy and makes many unsustainable products, followed by Energy itself, and then Materials.
HUMAN CAPITAL
The most important unquantifiable intangible asset in any company in direct relation with economic growth, productivity, and profitability is human capital. Like any other asset, human capital has the ability to depreciate under changing circumstances. Investing in human capital, in view of the tendency of migration of qualified senior professionals seen in global economies, is high risks.
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By outsourcing investment management and new business development to our team, our clients benefit of top tier expertise and advanced technological solutions that may not be available in-house. This allows organizations to access best practices, industry knowledge, and cutting-edge technology, minimising risk, raising accountability and improving performance and turnover.