Thematic Investing: Beloved, unloved cleantech
The market-wide sell-off, competition from Asia and the debacle at COP15 has put a dent in the cleantech theme for now, finds Nina Röhrbein. But this only makes the still robust long-term story look better value
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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