Emerging market equities offer a deep‑value play as the global growth engine turns green
By Edward Lees and Ulrik Fugmann, Co-Heads of the Environmental Strategies Group EMs now sit at the centre of the world’s…
11/08/26
Location London
Joined 2019
Articles from Ulrik Fugmann
Article
Article
The sovereignty challenge: Investment opportunities in a fragmented world
By Ulrik Fugmann and Edward Lees, Co-Heads of the Environmental Strategies Group, and Portfolio Manager, Lazare Hounhouayenou In today’s…
30/06/26
Article
AI: A sustainability risk and opportunity for long-term investors
By Alex Bernhardt, Global Head of Sustainability Research, and Ulrik Fuggman, Co-Head of the Environmental Strategies Group Investors can help…
08/06/26
Audio
Renewable energy in focus amid the energy shock
What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel…
19/03/26
Audio
Electrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…
30/01/26
Article
The case for listed environmental infrastructure
Global infrastructure systems are under mounting pressure. Rapid digitisation, the expansion of artificial intelligence and datacentres, and the widespread electrification…
06/10/25