The Russia/Ukraine conflict has accelerated the world’s need to move towards energy independence, with clean energy playing an indispensable role in this transition. But what effect is this acceleration having at a company level within the sector?

Thiemo Lang, Senior Portfolio Manager of the Polar Capital Smart Energy Fund, discusses how demand looks set to continue rising exponentially across the value chain. Despite the recently challenging macro environment, Thiemo also reveals how earnings have remained resilient, leading to continued confidence in the Fund’s holdings and potential opportunities as valuations reach more attractive levels.