Guiness Asset Management sees opportunities within energy transition
Firm has built a portfolio of companies with good growth prospects on the supply and demand sides of the energy transition
Guiness Asset Management was founded in 2003. Since then it has developed two sustainable products as part of its move to give investors exposure to the energy transition. Transition Economist talks to Jonathan Waghorn, portfolio manager and energy specialist at the firm, to assess the advantages and issues associated with being an early mover in the space. Tell us about the products that Guiness offers in the sustainable energy investing space? Waghorn: In 2018 we started to develop the sustainable energy fund. We are trying to provide investors with exposure to a universe of names associated with the energy transition, both on the supply side of the equation—so renewable power and the equ
Also in this section
28 November 2025
The launch of the bloc’s emissions trading system in 2005 was a pioneering step, but as the scheme hits 21 its impact as a driver of decarbonisation is still open to debate
18 November 2025
Vicki Hollub, president and CEO of Occidental, has been selected as the 2026 recipient of the Dewhurst Award, the highest honour bestowed by WPC Energy. The Dewhurst Award celebrates exceptional leadership, groundbreaking innovation and a lifetime of significant achievements in sup-port of the development and advancement of the energy industry.
11 November 2025
Transition policies must recognise that significant industrial demand for carbon will continue even as economies hit net zero
6 November 2025
After years of pursuing ideologically driven climate leadership, Western powers are now stepping back under mounting political pressure and rising populist opposition—prompting concern essential climate action could be sidelined






