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In this quarter’s edition:

Our team’s views on the recent developments within the Natural Resources sector.

Topic of the quarter:

Insight from our recent trip to China. A letter from Graeme Baker, Portfolio Manager.

In the second half of May, we travelled to mainland China to conduct direct research into renewable energy, energy efficiency and battery technology companies. We have been investing in these sectors within our Natural Resources funds since early 2015, and believe that there is huge performance potential from the long-term beneficiaries and enablers of the energy transition. China has the largest installed capacity of solar PV and wind electricity generation by country, and is also the largest single market for electric vehicles.

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