Alternatives.

Investing in transition materials for innovation

Investing in transition materials for innovation
Laurent Joué  - Head of Systematic Alternatives and Lead Portfolio Manager

Laurent Joué

Head of Systematic Alternatives and Lead Portfolio Manager
Marc Pellaud, PhD - Lead Portfolio Manager

Marc Pellaud, PhD

Lead Portfolio Manager
Thomas Höhne-Sparborth, PhD - Head of Sustainability Research

Thomas Höhne-Sparborth, PhD

Head of Sustainability Research
Alexandre Garrett, CFA - Senior Roadmap Analyst

Alexandre Garrett, CFA

Senior Roadmap Analyst

Demand for the critical commodities underpinning the energy and materials transition is expected to increase exponentially over the next decade, alongside a shortage of supply. We outline our convictions for the transition and how these inform our investment in materials set to enable and benefit from the technology revolution.

 

Need to know

  • The transition in energy and materials systems is creating significant opportunities in materials such as metals and biobased materials that are used to build new, more energy-productive technologies with lower operating costs and superior efficiencies
  • We see the transition unfolding faster and being stronger in character than anticipated, leading to the beginning of a potential commodities supercyle and creating compelling investment potential in transition-aligned commodities
  • Our transition materials strategy creates a dynamic investment universe of commodities and materials which are positively exposed to the transition
  • An active, systematic investment process ensures discipline, helps address constraints and offers diversification benefits within a multi-asset portfolio

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The transition in energy and materials systems is creating significant opportunities in metals and biobased materials.

Discover how our transition materials strategy creates a dynamic investment universe of commodities and materials which are positively exposed to the transition.

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