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Global Carbon Transformation: An Essential Investment Theme

By Roger Mortimer, Portfolio Manager

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As extreme weather events continue to occur with increased frequency, the necessity to transform the way we consume energy has taken on significant urgency. The approaches to decarbonizing will vary across sectors, but government policies and the investment community are driving change. The global carbon transformation is shaping up to be a multi-decade, secular phenomenon. It exists at the intersection of three powerful themes: climate commitment, energy security, and economic growth.

In this paper, Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF (Ticker: KGHG), examines the nature of the problem; policy response and market forces at work; industries affected; technologies key to decarbonization; the impact of money flows; and the scope of the investment opportunity. The global carbon transformation could present one of the most disruptive and important investment opportunities of our lives. For investors, an understanding of the risks and opportunities arising from the global carbon transformation is essential.

Report Contents:

  • Climate Change Overview & Policy Response
  • The Future Energy Mix & Shape of the Energy Transition
  • The Affected Sectors
  • Why Invest in Global Decarbonization

Roger Mortimer, Portfolio Manager

Roger Mortimer joined KraneShares as Portfolio Manager in February 2022. Roger brings a wealth of experience and passion to our growing Climate Suite.

Roger has a distinguished career across the utilities, banking, and investment industries. As a public global equities project manager for over 20 years, he has been 5 Star Morningstar rated on three different mandates and has been extensively featured in media alongside his strategies, including some notable accolades. Today, he is completely immersed in climate strategy and shares our vision that climate (alongside China) is one of the largest themes for the next 25 years.

Roger holds a Bachelor of Arts in Economics from the University of Western Ontario and an M.B.A. from the Ivey Business School at the University of Western Ontario.