Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.
Ulrik Fugmann, Co-Head of the Environmental Strategies Group, talks to Andrew Craig, Co-Head of the Investment Insights Centre, about the theme’s defensive characteristics, the inherent innovation, and long-term growth. “We think the outlook for clean energy is not only being grounded by increased electrification, but also turbocharged by AI. That outlook is incredibly attractive.”
