Best Ideas: the Future of Energy

In our latest Best Ideas portfolio update we focus on the future of energy.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Kasim Zafar, 14th March 2018
EQ Best Ideas Portfolios Quarterly Update: Future Energy
The fight against climate change has probably never been stronger with globally coordinated policy action. This is leading to some material changes to the way in which we both use and also produce energy.

As you will soon read, there are strong investment cases for a number of energy related themes:

  • Growth in smart devices like smart meters, smart home thermostats or more complex commercial building environmental control systems, is decentralising the electricity grid and leading towards “smart cities”.
  • This growth in connected devices includes smart phones through to smart cars. With many of these devices being mobile, battery technology has been driven to the point where grid scale storage facilities are both technically viable and investable.
  • Renewable energy generation is of course a critical component of the future energy mix. This fact is not lost on energy companies and we find some of the biggest investments into renewable energy generation have been made by traditional power companies that are integrating this technology into the energy stack on a mass scale.

If you have any questions about the Best Ideas Portfolios, please do not hesitate to contact us.

About the author: Kasim Zafar

Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a CFA charter holder, being a regular member of the CFA Institute and CFA UK. He began his career in investments in 2002, gaining experience as a portfolio manager and senior analyst of global capital markets. His experience spans multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.

Kasim is the portfolio manager for the EQ Investors Best Ideas and Absolute Return portfolios. He is an active member of the investment management, strategic asset allocation and fund selection committees.

When not immersed at work, Kasim often finds himself stumped and constantly amazed by his young daughter at home. He also enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.

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