Electric vehicles: An accelerating trend? - Hermes Investment Management

Concern about climate change and air pollution is driving an increasing focus by governments on the environmental impact of the automotive sector.

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... Government support of cleaner motoring is accelerating the innovation required to put mass-market electric vehicles (EVs) on the road. Switched-on auto manufacturers are embracing the change, presenting opportunities for credit investors.

In this article, Hermes Investment Management assesses the growth prospects for EVs and they include a case study focusing on the contrasting exposures of two major US car makers to this shift.

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