Smart Energy Webcast

Join Thiemo Lang, Senior Portfolio Manager of the Polar Capital Smart Energy Fund, as he explores the accelerating investment behind AI infrastructure and the electrification trends reshaping global energy systems.

With data centre buildout driving surging demand for advanced power electronics, grid upgrades and energy storage, he will discuss how the Fund is positioned across energy enablers, from semiconductors and transformers to next-generation battery and solar solutions.

He will also discuss the emergence of new growth areas such as humanoid robotics and the broader investment opportunity in technologies improving electricity efficiency as the global push for cleaner, more intelligent energy systems continues to gather pace.