In this episode of Lyxor ETF’s One Step Ahead podcast, we take a deep dive on a key component of the future mobility value chain – electric batteries. With close to a quarter of global carbon emissions coming from the transport sector, phasing out internal combustion engines (ICE) in favour of electric vehicles (EV) will be essential in the race to Net Zero. Benoit Lemaignan, Co-founder & CEO of French battery maker Verkor, and Diego Pavia, CEO of EIT InnoEnergy, an EU-backed investor in sustainable energy projects, talk us through the challenges and opportunities in electrifying transport. They explain why a rapid scaling up of battery production is needed to meet the growing demand for EVs, how battery recycling contributes to the circular economy, and why the new mobility business segment could be up to seven times bigger over the next decade.

This episode was presented by Libby Potter.

In this episode of Lyxor ETF's One Step Ahead podcast, we focus on the role energy producers can and should play in the race to “Net Zero” emissions. The key date is 2050, enshrined in the Paris Agreement, which commits nearly 200 countries to contain global warming at a maximum of 1.5°C above pre-industrial levels. One company well on its way in the low carbon transition is Spanish electric utility Iberdrola. Isabel Sánchez Herrero, Head of Investor Relations at Iberdrola, explains why the company is already 20 years ahead of the curve, and reveals its plans to help secure our planet’s future. From increased investments in renewables, to smart grid development, to the exciting potential of green hydrogen, the opportunity set for companies and investors willing to make a difference looks promising. This episode was presented by Libby Potter

Dans cet épisode de Portfolio Voices, Florence Barjou, CIO de Lyxor Asset Management, Jean Sayegh, Responsable de la Gestion Obligataire et Pierre Hereil, Responsable de la Gestion Multi-Asset, s’intéressent aux grands thèmes qui vont façonner le paysage macro-économique et financier en 2022. Selon eux, si 2021 a été l’année de la sortie de crise de la Covid et de la normalisation des économies, 2022 sera placé sous le signe de la normalisation des politiques monétaires et budgétaires, avec deux grandes questions en ligne de mire : le retour de l’inflation sera-t-il le trouble-fête de ce processus de normalisation ? Comment jouer la désynchronisation des différentes économies dans les portefeuilles ?