Fund update: DNB Renewable Energy

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Amra Koluder, Head of International Distribution and Portfolio Manager Christian Rom discuss the renewable energy sector's challenges and opportunities.

The webinar focuses on geopolitical uncertainties and rising interest rates, where 2024 saw record investments in renewables. The focus remains on fundamental stock selection, with key holdings in power storage and grid segments.

China drives down costs, benefiting emerging markets, while the EU faces regulatory challenges. Electricity demand is expected to grow, driven by electrification and data centers, with renewables being the fastest and most affordable solution.

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