Long-term secular trends provide a strong tailwind to investment returns. One of the most talked about themes in recent years, a clear beneficiary of which has been Tesla’s share price, is the potential for a shift toward electrification. However, far from being a ‘one stock’ story, we believe that there are widespread implications across many sectors, and in this research we identify a range of trusts which have exposure to them.

29 Mar 2018
Electric dreams

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Electric dreams
Impax Environmental Markets PLC (IEM:LON), 372 | Utilico Emerging Markets Trust PLC GBP (UEM:LON), 236 | Greencoat UK Wind Plc (UKW:LON), 116 | Impax Environmental Markets PLC (IEM:LON), 372 | Blackrock World Mining Trust PLC (BRWM:LON), 527
- Published:
29 Mar 2018 -
Author:
Kepler Partners Research Team -
Pages:
4 -
Long-term secular trends provide a strong tailwind to investment returns. One of the most talked about themes in recent years, a clear beneficiary of which has been Tesla’s share price, is the potential for a shift toward electrification. However, far from being a ‘one stock’ story, we believe that there are widespread implications across many sectors, and in this research we identify a range of trusts which have exposure to them.