Electrification/AI-Boom drives Step Change in Power Demand
Description
The global energy landscape is at a tipping point. Widespread electrification, a revival in manufacturing, and reshoring efforts are converging with the explosive growth of AI to push electricity demand to unprecedented levels. Christian Roessing, Lead Portfolio Manager of the ENETIA Energy Transition Fund at de Pury Pictet Turrettini, will outline why these forces are reshaping investment opportunities in the sector. With over 16 years in thematic equity investing, including leadership roles at Pictet and Vontobel Asset Management, Christian brings a seasoned perspective on identifying companies delivering technology solutions for renewable energy, grid modernization, and efficiency gains. This session will unpack how strong demand fundamentals, combined with innovation and cost efficiencies, can help offset policy uncertainty—offering investors both resilience and growth potential.
đź”— finanzen.ch
đź”— de Pury Pictet Turrettini
Disclaimer
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EN: The content of this episode is for general information purposes only and does not constitute a recommendation to buy or sell specific financial instruments. All information is provided without guarantee and does not constitute investment advice.