According to Lau, Chief Investment Officer at Brompton, leaders around the world are doing what they typically do during a recession: investing in infrastructure.
Lau pointed out a number of governments were initially worried about the effect going green might have on the economy, but now they’re seeing there isn’t much of a choice.
With renewable power, the goal is to replace fossil fuels with solar, wind, and hydro energy sources by investing in the companies which are taking the lead.
“To cut down emissions from transportation, we have to electrify vehicles,” she said.
Brompton will also be investing in companies improving energy efficiency, meaning upgrades to buildings, grids, materials, and other processes which will reduce energy waste.
So, we don’t have to give up anything anymore; in 2021, renewable energy options are readily available to businesses and consumers, and the economics are compelling,” said Lau.
With all the investment from governments and companies into renewable energy, Lau sees a large opportunity.
Given Brompton’s already considerable experience investing in sustainable power and infrastructure companies within BREA and other global equity mandates, Lau sees an opportunity to help clients successfully navigate the rapidly evolving renewable energy and infrastructure investment space.
Brompton Global Real Assets Dividend ETF gives clients a way to invest in the emerging opportunities available in renewable power and infrastructure.
BREA is an active participant in the sustainable power and infrastructure story through holdings such as AES Corp., a major generator and distributor of solar power and a world leader in lithium-ion power storage; Air Products and Chemicals, an industrial gases manufacturer with the #1 position in hydrogen production for green power applications; and Schneider Electric S.A., a global leader in energy management product and services.