For institutional investors in Norway

In the transition to zero carbon, the resources sector is a natural fit

Portfolio Managers Tal Lomnitzer and Tim Gerrard discuss the investment opportunity presented by the global decarbonisation effort and the key role natural resources companies will play in the transition to a low-carbon economy.

Key Takeaways

  • The potential consequences of climate change require urgent action, and natural resources companies are critical to facilitating the production and development of renewable, low-carbon energy sources.
  • The opportunities in the sector go beyond renewable energy, however, with critical raw materials, and agriculture, among others, also playing a key role in the transition to zero carbon.
  • In our view, an active approach to investing in this space is best suited to identify resources companies that are contributing to decarbonisation and driving what to us appears to be an attractive long-term outlook for the sector.
Tal Lomnitzer, CFA

Tal Lomnitzer, CFA

Senior Investment Manager


Tim Gerrard

Tim Gerrard

Portfolio Manager


13 Sep 2021

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

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Tal Lomnitzer, CFA

Tal Lomnitzer, CFA

Senior Investment Manager


Tim Gerrard

Tim Gerrard

Portfolio Manager


13 Sep 2021