The anti-carbon movement may be losing steam, but not everyone is giving up on clean energy. Xavier Chollet, a Swiss money manager at Pictet, has been quietly building a portfolio of low-carbon stocks that's doing surprisingly well.
Chollet's strategy focuses on "transition" rather than just renewable energy. This means he invests in companies that are making the transition to cleaner forms of energy, but also in areas like energy efficiency and industrial productivity. His approach has allowed him to sidestep some of the speculation around green hydrogen and solar stocks, which have been volatile this year.
The key to Chollet's success lies in his willingness to define "transition" broadly and exclude companies that rely heavily on government subsidies. This approach allows him to invest in more profitable companies that are making progress without needing taxpayer support. By taking a conservative approach, he's been able to ride out the ups and downs of the energy market.
Chollet's focus on clean energy is also driven by his desire to profit from emerging technologies like artificial intelligence. He believes that the rapid growth of AI will require significant amounts of power, which can be generated by renewable sources like solar and wind. By investing in companies that make specialized chips for AI, he's able to tap into this growing market.
One of Chollet's biggest bets is on Nextracker, a company that makes equipment for solar arrays. With the company's share price more than doubling this year, it's clear that Chollet has picked a winner.
Chollet's success is also driven by his ability to avoid controversy and stay out of politics. While some may view renewable energy as a "green" cause, Chollet sees it as a business opportunity. By staying neutral on the politics surrounding climate change, he's able to focus on making money from clean energy investments.
Despite the challenges facing the anti-carbon movement, there are signs that renewable energy is here to stay. With costs coming down and technology improving, renewables are becoming increasingly competitive with fossil fuels. And while the White House may be skeptical of green energy, investors like Chollet are taking a more optimistic view.
As one might expect from the author of "How To Love The Planet And Make Money," there is optimism for the future of sustainability in finance and technology.
Chollet's strategy focuses on "transition" rather than just renewable energy. This means he invests in companies that are making the transition to cleaner forms of energy, but also in areas like energy efficiency and industrial productivity. His approach has allowed him to sidestep some of the speculation around green hydrogen and solar stocks, which have been volatile this year.
The key to Chollet's success lies in his willingness to define "transition" broadly and exclude companies that rely heavily on government subsidies. This approach allows him to invest in more profitable companies that are making progress without needing taxpayer support. By taking a conservative approach, he's been able to ride out the ups and downs of the energy market.
Chollet's focus on clean energy is also driven by his desire to profit from emerging technologies like artificial intelligence. He believes that the rapid growth of AI will require significant amounts of power, which can be generated by renewable sources like solar and wind. By investing in companies that make specialized chips for AI, he's able to tap into this growing market.
One of Chollet's biggest bets is on Nextracker, a company that makes equipment for solar arrays. With the company's share price more than doubling this year, it's clear that Chollet has picked a winner.
Chollet's success is also driven by his ability to avoid controversy and stay out of politics. While some may view renewable energy as a "green" cause, Chollet sees it as a business opportunity. By staying neutral on the politics surrounding climate change, he's able to focus on making money from clean energy investments.
Despite the challenges facing the anti-carbon movement, there are signs that renewable energy is here to stay. With costs coming down and technology improving, renewables are becoming increasingly competitive with fossil fuels. And while the White House may be skeptical of green energy, investors like Chollet are taking a more optimistic view.
As one might expect from the author of "How To Love The Planet And Make Money," there is optimism for the future of sustainability in finance and technology.
I think it's awesome that Xavier Chollet is taking a pragmatic approach to investing in clean energy. He's not just betting on renewables, but also on companies that can make energy more efficient and productive. That's the kind of thinking we need to see more of - solutions rather than just problem-focused solutions. Plus, his focus on AI tech and specialized chips for renewable energy is super interesting! It's like he's looking at climate change as an opportunity to innovate and profit 
still think gov't needs to set clearer goals for clean energy, but at least someone like chollet is making it happen in the private sector 
. his approach makes sense, investing in companies that can make a profit without relying on subsides... might be the key to scaling up renewables 
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. These low-carbon stocks are just a way for rich people like Chollet to line their pockets while the planet burns 
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. It's just a bunch of pseudoscience to make us feel better while the planet burns 
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! HE'S NOT JUST FOCUSED ON RENEWABLE ENERGY, BUT ALSO ON THINGS LIKE ENERGY EFFICIENCY AND INDUSTRIAL PRODUCTIVITY. IT'S LIKE, SO SANE THAT WE NEED MORE PEOPLE THINKING LIKE THIS IN THE FINANCE WORLD 
!
and what's with the AI angle? like, isn't that just another way for corp's to profiteer from climate change?
I know that sounds like a cop-out, but I don't see how all this clean energy stuff is going to solve our problems 
. If we're going to be using that much energy, it'll need to come from somewhere... and if renewable sources can handle it, then I'm all for it! 
I mean, who needs politicians to take care of the planet when you've got money managers like Xavier Chollet? He's like a superhero, saving the day one low-carbon stock at a time 
! And let's be real, investing in clean energy is like buying a ticket to a free buffet – you get all the benefits and none of the guilt 
. I'm loving how Chollet's approach is all about "transition" rather than just relying on government subsidies – talk about a smart move 
️... a guy can dream, right? 
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. Like, who would've thought that robots and computers would be the key to saving the planet? 
so this guy Xavier Chollet is like a genius or something he's investing in low-carbon stocks and companies that are making the transition to cleaner forms of energy but not just stopping at renewables you know, like energy efficiency and industrial productivity too
. And don't even get me started on his reliance on "emerging technologies" like AI – isn't that just a fancy way of saying "exploiting our addiction to energy-intensive gadgets"? 
. It's all well and good when companies can make money from clean energy investments, but what about those who can't afford solar panels or wind turbines? The fact that Chollet excludes companies relying on government subsidies just feels like a cop-out to me 
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. It's all good to see investors like Chollet taking a more optimistic view of sustainability in finance 
. Investing in companies that are making progress without government subsidies makes more sense than betting on volatile green hydrogen stocks 
. And I love how he sees clean energy as a business opportunity, not just a moral cause 
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he's all about that transition life, investing in companies that are making clean energy happen without relying on gov subs 
it's so smart of him to focus on profitable companies that aren't beholden to politics 
and let's be real who wouldn't want to profit from emerging tech like ai? 
. Focusing on transition rather than just renewables is genius, imo