2012: A year in global climate change

2012: A year in global climate change

Simon Webber, Portfolio Manager, and Giles Money, Portfolio Manager, look ahead into 2012

• Energy efficiency investments will lead the way and we expect OLED televisions to start the next TV technology revolution
• Consolidation in renewable energy companies will provide opportunities for very attractive returns
• Natural gas will continue its ascent into becoming the most important fossil fuel globally for power markets

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