The electrification era begins

Structural changes are shifting how electricity and energy are produced. Low or carbon-free forms of electricity are gaining market share from other forms, with new infrastructure needed to support this shift. Investment managers are capturing these opportunities, with Ecofin’s Global Renewables Infrastructure strategy (GRI) focusing on companies likely to benefit from innovation, declining cost curves, in addition to reduced technology risk and economic cyclicality. Electricity growth has been slow over the past decade, but is taking share from other energy sources — and renewables are taking...