Providing specialized, high-value products and services can lead to substantial economic gains, particularly when demand is driven by global megatrends.
Megatrends represent long-term developments that influence economies, societies, and technologies globally. Identifying them and understanding their impact can provide significant investment opportunities. Digitalization and artificial intelligence are transforming the ways we work, consume, and communicate, while sustainability and the energy transition push toward the adoption of renewable energy and sustainable strategies. Health and biomedical technologies are gaining attention due to advances in biotechnology and personalized medicine. In parallel, automation and robotics increase efficiency in several industries, and growing urbanization requires smart and sustainable infrastructure.
In this context Schneider Electric, a leading company in the energy management and automation sector, projects itself as a key point of reference in the global market thanks to its ability to enable electrification and efficiency for its customers. This positioning allows the company to benefit from several global megatrends, including the increase in electricity use and the transition to more sustainable energy.
Investing in the supply chain proves to be one of the most effective strategies to capitalize on a growing market. Providing specialized, high-value products and services can lead to substantial economic gains, particularly when demand is driven by global megatrends. Schneider Electric emerges as a crucial entity, supported by some of the world’s most influential investors.
Support for Schneider Electric is also evident from the presence of its stock in several major investment funds:
- Federal Transition Emploi, managed by Fayssal Jamhamed and Stéphane Le Gall, where Schneider represents 7.3% of the fund, being the second largest investment.
- Guinness Sustainable Energy, under the leadership of Jonathan Waghorn, with 4.4% of its resources invested in Schneider, positioning it as the fourth largest investment.
- EG Equities & Bonds, managed by François Gutzwiller, holds Schneider at 2.3%, making it the fund’s nineteenth-largest investment.
With the acquisition of an additional 40% of the British company Ave, Schneider has not only strengthened its presence in the industrial software market, but has also expanded its reach into the design, construction, and maintenance of industrial plants.
Schneider’s projection for its market exceeds 400 billion euro, with an estimated annual growth of 6-7%, reaching 500 billion by 2027. Structural trends such as the increase in vehicle use of electricity, the growth of data centers powered by AI and cloud computing, and the broader energy transition are all contributing to this expansion.
Despite strong growth and a positive outlook, Schneider is not immune to challenges. The failed acquisition of the American engineering software company Bentley Systems has shown the risks of a possible overestimation of its expansion capabilities. However, the growth potential remains considerable, especially with the increased investment in electricity transmission and distribution networks needed in the coming decades.
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The information and considerations in this article should not be used as the sole or primary basis for making investment decisions. The reader maintains full freedom in his own investment choices and full responsibility in making them, since he alone knows his risk propensity and his time horizon. The information contained in the article is provided for informational purposes only and its disclosure does not constitute and should not be considered an offer or solicitation to the public for savings.|
Original article published on Money.it Italy 2024-07-15 07:33:00. Original title: Questo è il megatrend su cui investire ora. Tre fondi da comprare
