Document summary
The recently upgraded outlook for renewables and energy efficiency markets coalesces with a revived appetite for environmental investments fuelled by the rise of climate disclosure regulation and new funds labelling. Based on their fine-tuned Green Impact Screener, Kepler Cheuvreux have selected their best ideas, focusing on companies that offer growth and contribute most towards reaching the COP21 target (the “two-degree temperature rise” scenario). While they do not underestimate the colossal energy transition challenges that lie ahead, their in-depth review identifies appealing upside and sound fundamentals among a large number of companies in numerous segments, including wind, low-carbon transport, and the circular economy.