Important information

This website is for Institutional Investors in Spain only.

 

If you are an Individual Investor click here, if you are an Financial Intermediary click here. Should you be looking for information for another location, please click here.

 

By clicking, you acknowledge that you have fully understood and accepted the Legal and Regulatory Information.

ESG

Energy transition: Sidelined, stalled or stepping on the gas?

Jayme Colosimo, Tom Crocker and Carol Cuello

October 14, 2024

KEY TAKEAWAYS

  • Tensions between energy-transition and energy-security goals, costs and shifting demand are reshaping prospects in many industries.
  • Massive green stimulus, changing regulations and the potential for lower interest rates are creating powerful tailwinds.
  • We see compelling long-term opportunities in autos, cooling for data centers, heat pumps, renewable energy and power grids. 

Automakers rethink plans for electric vehicles. Concerns about the energy demands of artificial intelligence intensify. Sales growth for heat pumps cools. These are just a few recent developments that show how energy transition is in a period of nonlinear progress. And yet, investors who are able to take the long view can still find compelling opportunities.

Powerful prospects

Our investment professionals explore compelling opportunities in energy transition.

DOWNLOAD RESEARCH

Explore the latest research and insights in our ESG perspectives library

Explore now
jayme-colosimo-color-600x600

Jayme Colosimo is an ESG investment director with 22 years of industry experience (as of 12/31/2023). She holds an MBA and a bachelor's degree in international business from Westminster College in Salt Lake City, Utah.

Tom-Crocker-color-600x600

Tom Crocker is a senior ESG specialist at Capital Group. He has eight years of industry experience (as of 12/31/2023). He holds a master's degree in environment, development and policy and a bachelor's degree in geography, both from University of Sussex.

Carol-Cuello-color-600x600

Carol Cuello is a senior ESG specialist at Capital Group. She has six years of industry experience (as of 12/31/2023). She holds a bachelor's degree in sociology from Columbia University.

Your gateway to all things ESG at Capital Group

LEARN MORE

Our latest insights

Quick take on Trump’s tariff pause
What do tariffs mean for emerging market debt?
How to handle market declines
Tariffs explained: Assessing global economic impact
Capital Group investment professionals examine what the market downturn triggered by Trump’s tariffs could mean for the economy and investors.
US Equities: Opportunities and Challenges in the Trump Era

RELATED INSIGHTS

The Rise of AI and ESG

Decarbonising data centres

5 key topics for investors to have on their ESG radar

Past results are not predictive of results in future periods. It is not possible to invest directly in an index, which is unmanaged. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
 
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.
 
Capital Group manages equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.