After the sharp reduction of gas supplies from Russia, there is growing concern about a possible energy emergency in Europe during the coming winter.
The war in Ukraine, but also the advancing climate change require an acceleration of the energy transition. The use of renewable energies has become an important factor for national security in Europe. In this Spotlight edition, Bernd Deeken, portfolio manager and specialist for sustainable equities, examines the renewables energy sector under the current circumstances and places recent market changes in our investment context. Using examples such as wind turbine manufacturers or renewable energy producers, it explains what investors should look out for in their investment decisions.
Author
Bernd Deeken
Bernd Deeken has been a Portfolio Manager at Berenberg since April 2011. Within the Equity Fund Management, he oversees funds and special mandates with a focus on sustainability. Previously, he worked in asset management in the area of multi-asset mandates. After his dual studies at the Berufsakademie für Bankwirtschaft in Hannover (including a bank schooling), he completed his Masters in Banking and Finance in Zurich and Aberdeen. He is a Chartered Alternative Investment Analyst (CAIA) and is a CFA Charterholder.
Equities
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