1. Home
  2. Thought Leadership
  3. European Equities Sustainability…

European Equities Sustainability Report Q1 2023 – Federated Hermes Limited

With the electric vehicle market close to an inflection point, the European Equities team explain why exposure through suppliers involved in the electric transition is the best way to play the electric vehicle theme.

Posted on May 23, 2023

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

...
... Fast reading: -
  • The electric vehicle (EV) market has the potential to deliver strong growth and long-term outperformance both in terms of financial returns and driving sustainable change.
  • Companies that provide key components to the auto industry and boast significant market share can provide a compelling way to gain indirect exposure to the market. Federated Hermes Limited prefer to focus on suppliers developing products that they believe will prove integral to the electric-powered, self-driving vehicles of the future.
  • In this report, they look at three holdings that highlight this ‘indirect play’ on the EV theme: Epiroc, Sika Group, and Soitec, as well as charting their engagement progress and SDG alignment.
To the extent that anything on this website constitutes a financial promotion it is exempt from the general prohibition in S21 of FSMA on the basis that the site is only intended for investment professionals as such term is defined in S19 of the Financial Promotions Order. Please note that Pensions for Purpose does not provide consultancy services, advice or personal recommendations on any of the investment opportunities mentioned on the platform. We curate content written by members and do not endorse any underlying funds.

Learn more here