Strategy

Electric dreams

The global shift toward electrification could spark many opportunities…
William Heathcoat Amory
Last update 26 March 2018

Long-term secular trends provide a strong tailwind to investment returns and so identifying one correctly – as we have seen with Scottish Mortgage, which was an early adopter of the view that technology and particularly data would revolutionise all manner of industries – can lead to spectacular returns.

One of the most talked about themes in recent years, a clear beneficiary of which has been Tesla’s share price, is the potential for a global shift toward electrification. However, far from being a ‘one stock’ story, we believe that there are widespread implications across many sectors, and in this research we identify a range of different ways to play the theme.

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Current Site Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.