Polar Capital ads

With electricity usage growing exponentially, where is all the demand coming from? A whole new generation of drivers, from AI and robotics to EVs, are reshaping how much power the world needs and how it is generated, transmitted, and stored. Discover the numbers behind the trend towards electrification and how the Polar Capital Smart Energy Fund invests in this multi-decade opportunity.

Electricity demand is entering a long-term growth phase after a decade of flat consumption, rising an estimated 2.5x by 2050 and set to become the majority energy source globally. This is the ‘electricity megacycle’ and here the team behind the Polar Capital Smart Energy Fund explain what’s driving it, the investment required to keep pace and the opportunities that creates.

Meeting the scale of electricity demand growth will require a buildout of the entire energy value chain simultaneously, at a pace not seen for decades. Power generation, storage and grid infrastructure all need to scale together. Meeting this demand calls for investment across the full electricity value chain. The Polar Capital Smart Energy Fund is structured around four core investment clusters that together capture this electricity megacycle.

Join Thiemo Lang, Senior Portfolio Manager of the Polar Capital Smart Energy Fund, as he explores investing in the electricity megacycle, a multi-decade theme driven by surging energy demand, urgent grid infrastructure upgrades and the reshaping of global energy supply chains. During this webcast, Thiemo will also explain how the Fund's diversified positioning provides multiple sources of growth and why he believes continued investment in grid infrastructure is likely to persist even if broader AI capex spending slows.

Nick Evans and Ben Rogoff, managers of the Polar Capital Global Technology Fund, argue AI's pace and demand are still underestimated, and that we're only in the early stages of a shift from the information age to a "cognition era". Register to hear why they are positioned in AI enablers and infrastructure beneficiaries, why valuations remain earnings-led rather than speculative, and the key risks to a buildout that they believe still has years to run. Sign-up now: https://lnkd.in/e2NkS8vB

Nick Evans and Ben Rogoff, managers of the Polar Capital Global Technology Fund, argue AI's pace and demand are still underestimated, and that we're only in the early stages of a shift from the information age to a "cognition era". Register to hear why they are positioned in AI enablers and infrastructure beneficiaries, why valuations remain earnings-led rather than speculative, and the key risks to a buildout that they believe still has years to run. Sign-up now: https://lnkd.in/e6USDW3J