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Innovation in industry

A glimpse into the future of manufacturing

Technology 2 min read
What form will the new industrial revolution take? We went to the world's biggest smart manufacturing conference to find out.
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Sustainability, the circular economy and micro electricity grids will each have a major role to play in building a manufacturing sector that's fit for the 21st century, says Katie Self, Pictet Asset Management senior investment manager, environmental equities. Find out why in her dispatch direct from Hannover Messe, the world's largest gathering of industrial innovators.

Investment insights

  • Our Global Environmental Opportunities strategy seeks capital growth by investing in companies that are active along the environmental value chain. Hannover Messe highlighted a number of drivers that support demand for innovative solutions in several environmental themes such resource efficiency and circular economy across the industrial sector.

  • Although it may not be immediately intuitive to the outside observer, industry and sustainability are intricately linked – as we saw at Hannover Messe. This is partly due to regulation and to increased public concern about the environment, but sustainability is also very much in the interest of the companies themselves, predominantly due to the potential cost savings and operational efficiencies  achieved, as well as due to the need to future proof their business models against challenges such as resource scarcity and increased frequency of extreme weather events. We are seeing strong and growing demand for solutions which enable the efficient use of resources and embrace circular economy in areas such as in-house recycling and efficient water management.

  • Meanwhile, solutions for energy efficiency and clean power infrastructure are becoming ever more urgent as global energy needs grow due to electrification (from cars to heating systems), increased electricity demand from data and AI, and the reshoring of manufacturing. That is driving demand for renewable energy and for modern, efficient power infrastructure. As heavy users of power and electricity, industries and manufacturers are embracing the need for better power management and energy efficiency solutions. We believe microgrids could be part of the answer, reducing reliance on the broader electricity network. Our investment team is always looking for new trends and opportunities in the environmentalspace – including paying close attention to changing trends in industry.

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The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments or services. The information used in the preparation of this document is based upon sources believed to be reliable, but no representation or warranty is given as to the accuracy or completeness of those sources. Information, opinions and estimates contained in this document reflect a judgment at the original date of publication and are subject to change without notice. This material does not contain sufficient information to support an investment decision and it should not be relied upon by you in evaluating the merits of investing in any products or services offered or distributed by Pictet Asset Management. Pictet Asset Management has not ensured the suitability of the securities mentioned in this document for any specific investor, and it should not be relied upon as a substitute for independent judgment; investors are advised to determine the suitability of the investment based on their financial knowledge, experience, goals and situation, or to seek specific advice from an industry professional before making any investment decisions. Investors should read the prospectus or offering memorandum before investing in any Pictet managed funds. Tax treatment depends on the individual circumstances of each investor and may be subject to change in the future. Past performance is not a guide to future performance. The value of investments and the income from them can fall as well as rise and is not guaranteed. Investors may not get back the amount originally invested.