Wind, sun, hydropower: some resources can be used more or less endlessly for generating energy. Such energy sources are set to increasingly replace fossil fuels.
The background
Germany's energy mix for 2021 shows that a restructuring of energy sources is indeed underway. Yet for the time being, the most important energy source remains mineral oil with a share of 32.3 percent, followed by natural gas at 26.8 percent. Renewable energy accounts for 15.9 percent. This is according to figures from AG Energiebilanzen. To strengthen climate protection, a shift in energy production is urgently needed. The German government plans to invest around €200 billion in climate protection by 2026. Tapping into renewable energy sources is a key element in this. And not only in Germany, but worldwide.
The theme in the megatrends portfolio
Sustainability and climate protection are probably among the greatest global challenges for the future. New energy is one of the themes that is especially significant both ecologically and economically. That is why new energy is also a focus in quirion's megatrends portfolio.
When setting up the portfolio, the investment strategists paid attention, among other things, to a mutual interconnection of the themes. This way they reinforce one another. The investment theme of new energy, for example, is closely linked to themes such as infrastructure and smart cities.
More about the investment themes cybersecurity, infrastructure, artificial intelligence and smart cities.
The new energy investment focus
The investment theme of new energy, like all the others, is represented through a combination of several ETFs in the portfolio. It includes numerous companies involved in generating energy from wind, sunlight and hydrogen — or in providing the corresponding equipment and technologies. It also takes into account companies that offer products and services for avoiding CO₂ emissions. Thematic investments such as those in clean energy can complement a portfolio, but are suited above all as an admixture.
