Electrification/AI-Boom drives Step Change in Power Demand

The global energy landscape is at a tipping point. Widespread
electrification, a revival in manufacturing, and reshoring
efforts are converging with the explosive growth of AI to push
electricity demand to unprecedented levels. Christian Roessing,
Lead Portfolio Manager of the ENETIA Energy Transition Fund at de
Pury Pictet Turrettini, will outline why these forces are
reshaping investment opportunities in the sector. With over 16
years in thematic equity investing, including leadership roles at
Pictet and Vontobel Asset Management, Christian brings a seasoned
perspective on identifying companies delivering technology
solutions for renewable energy, grid modernization, and
efficiency gains. This session will unpack how strong demand
fundamentals, combined with innovation and cost efficiencies, can
help offset policy uncertainty—offering investors both resilience
and growth potential.
finanzen.ch
de Pury Pictet Turrettini


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
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Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.