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The views expressed are those of the author at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
With consumers and governments across Europe facing stiff energy price increases in the near term, I recently spent some time in Berlin seeking to understand the energy and climate policies likely to be pursued by Germany over the coming decade. I found that the government has maintained its resolve to move away from fossil fuels and even nuclear power in the medium term, and to embrace renewables. My conversations revealed a stoic calmness in the face of the crisis brought on by the Russian invasion of Ukraine, as officials work to create and systematically execute their plans — and perhaps even accelerate the move toward greater electrification of the economy.
While Germany’s move from fossil fuels to renewables has been made more challenging by recent events, with natural gas prices up substantially more than most would ever have imagined, I came away from my trip convinced that the country’s commitment to this transition remains strong.
Read more from Wellington on economic developments and issues related to climate and sustainability.
Featured Unique Perspectives
Stay up to date with the latest market insights and our point of view.
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Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
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The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
Monthly Asset Allocation Outlook
Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.
Pre-election ideas for investors: Lean into what you know (not what you don’t)
Our expert offers investable ideas based on known macro and market conditions, rather than speculation.
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Multiple authors