Beyond infrastructure around supply chains, we anticipate increased focus on energy security and its environmental impact. This combination will likely mean greater emphasis on alternative energy, including emerging energy sources such as hydrogen. The Infrastructure Investment and Jobs Act of 2021, the Inflation Reduction Act of 2022 in the U.S., and legislation elsewhere are spurring investment into these transitions. While green energy’s initial attraction was its diminished environmental impact, the future benefits will include price stability and national security. Innovation includes areas such as industrial heat generation, hydrogen electrolysis, and small modular reactors.
Denver-based NZS Capital manages more than $1 billion in assets and focuses on innovative companies that create more value for all their constituents – including investors, employees, vendors, the communities they operate in and the planet as a whole – than they take for themselves. NZS Capital has a strategic partnership with Jupiter Asset Management.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.