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
19 May 2025
The two Gulf states are combining fossil fuel production with ambitions to become leaders in low-carbon energy
14 May 2025
Deal with Calpine shows oil and gas major ExxonMobil has no intention of curbing its CCS ambitions, despite US policy risks and broader scepticism over the energy transition
13 May 2025
Volatile tariffs add new risks for a sector already struggling to achieve economies of scale
30 April 2025
State administrations are using a flawed metric to justify green energy projects