Author's Contributions
Energy hunger and energy transition: what environmental technologies have to do with AI
With the rapidly growing power requirements of modern AI applications, renewable energies, high-performance grids, and flexible storage solutions are coming into focus. Read why the energy question is becoming a decisive factor in the digital future in our new blog post.
Speed to power: Why Cleantech equities keep catching up
Clean tech stocks continued to catch up in the third quarter. Above all, the energy demand generated by AI remains a key driver for renewable energies and environmental technologies.
US climate policy: clear conditions for renewable energies
After a long period of uncertainty, there is now clarity for the renewable energy sector in the USA. The legal framework for the coming years is far better than expected. This brings new opportunities for environmental stocks, as the initial market reactions have shown.
New momentum for environmental stocks?
The stock market year to date has been volatile. Tariffs, geopolitical uncertainties and the new US tax law have dominated the headlines. The latter turned out better than expected for the environmental technology sector. Many companies have recently taken a more positive view of the future and the sector could also be worth a look from a valuation perspective.
New Power – Green Hydrogen
Technological advantages and cost reductions have dramatically changed the environment for green hydrogen production. Our fund managers Clemens Klein and Alexander Weiss report on their journey to an exciting company in this industry.
“Green Rush” – The Inflation Reduction Act
The Inflation Reduction Act recently passed by the US Senate is intended to get the USA back on track in terms of climate protection. By 2030, 369 billion US dollars are to flow into renewable energies through various channels.