ICLN - NETZ: A Promising High Conviction Fund

2024-07-12 02:59:20 ET

Summary

• The global energy transition is driving a massive transformation in investment opportunities, requiring unprecedented levels of spending and debt.
• The TCW Transform Systems ETF focuses on companies leading the move to clean energy, with a high-conviction, actively managed strategy.
• The fund's holdings include companies like Republic Services, General Electric, Microsoft, Safran, and Vistra Corp., with a major sector allocation to Industrials.

The world economy is on the cusp of the biggest transformation ever in how energy is generated, distributed, and used. Driven by rising popular demand, combined with supportive government policies, this once-in-a-generation shift in investment around the globe will likely require a level of spending that has never been seen in any other industry, in any other sector and, indeed, anywhere at any other time. That's right folks - more debt is coming to the globe, like it or not, thanks to the energy transition....

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