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The transition to electrification Tom Miedema, Investment Manager

Changing the energy mix is one of the most critical components in decarbonising the energy system. After more than a century of dependence on fossil fuels, there are now numerous alternatives – from wind and solar to geothermal and hydro power – that can not only provide the energy required to meet global demand but also reduce the world’s carbon emissions. As ever, there is no quick fix or one-size-fits all approach so how will we get there? And how do we identify the companies best placed to benefit from the transition?

Source: BP Energy Outlook 2020
The case against renewables typically centres on four main challenges
Fossil Fuel Subsidies vs Renewables Power Subsidies
Source: IEA, EU, World Economic Forum, and Bernstein analysis
Tom Miedema
Investment Manager

Tom is an investment manager at Walter Scott, who joined the firm in 2007. Prior to this, he lived and worked in Taiwan, having previously worked at Baillie Gifford. He holds an MA in Business and Economics from Heriot-Watt University, Edinburgh and an MFin in International Finance from the University of Glasgow. Tom is a CFA charterholder.

Important Information

This article is provided for general information purposes only.  The information provided in this article relating to stock examples should not be considered a recommendation to buy or sell any particular security. Any examples discussed are given in the context of the theme being explored.  The opinions expressed in this article accurately reflect the views of Walter Scott at this date, and whilst opinions stated are honestly held, no reliance should be placed on them when making investment decisions.   



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