Earth Day 2024: Decarbonisation megatrend boosts prospects for European industrials

Cautious on investing in wind energy

clock • 4 min read

As an equity analyst focused on industrial businesses, I am privileged to have a front-row seat into many of the initiatives aimed at achieving net-zero.

From manufacturers of wind turbines the size of skyscrapers to the producers of low-carbon cement, there is not one business under my coverage that does not have decarbonisation at the top of their agenda. Passive asset managers pick up steam in fund selector rankings The decarbonisation megatrend is a multi-year secular growth theme, providing robust financial outlooks for many industrial businesses, with European capital goods manufacturers best-positioned for sustainable growth prospects, in Morningstar's view. As Mark Twain famously said: "During the gold rush, it is a good tim...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on ESG

FIF25: SDR plans for MPS should be 'natural progression' for FCA
ESG

FIF25: SDR plans for MPS should be 'natural progression' for FCA

A ‘clear’ move for industry

Isabel Baxter
clock 05 June 2025 • 2 min read
FE fundinfo's Helen Slater: ESG's defence debate hinges on transparency
ESG

FE fundinfo's Helen Slater: ESG's defence debate hinges on transparency

Clearer disclosure will be key

Helen Slater
clock 05 June 2025 • 4 min read
Trump concerns cause global investors to shun US sustainable companies
ESG

Trump concerns cause global investors to shun US sustainable companies

Europe leads in climate investing

Beth Brearley
clock 04 June 2025 • 2 min read
Trustpilot