- France
- May 31, 2022
Net-zero targets covered by warming potential
Globalance World shows the alignment with the Paris Climate Agreement for around 10,000 co…
Megatrend Exposure
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The New Mobility score of this Portfolio is 3%
New Mobility
The Globalance Megatrend-Share shows you the average share of revenues of the portfolio that is achieved in one or more megatrends. For the calculation, the Megatrend-Shares of the individual investments are capital-weighted and added up.
3%
New Mobility Exposure
9th
New Mobility is the 9th most represented megatrend in this portofolio
39 (of 505)
of the holdings are invested in this megatrend
What is it about
The world in the 21st century is not only characterized by a growing need for mobility, but above all by an increasing variety of mobility forms. Technical innovations and changing human needs are becoming the driving force behind new forms of mobility: networked, digital, emission-free and shared. What we are experiencing is an evolution of mobility. Mobility is a basic prerequisite of our economy and society. Several trends can be observed in mobility today: Alternative drive systems are replacing the internal combustion engine, autonomous driving is within reach and car ownership is becoming less important. Digital mobility services and new forms of mobility such as e-bikes are shaping the way people and goods will get from A to B in the future. It is only a matter of time until the transport sector will be highly automated and vehicles will communicate with each other.
New Mobility Exposure of your Assets
Portfolio Megatrend Exposure
Data source: Globalance
What am I looking at?
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | New Mobility Exposure | Global Megatrends Exposure | % of portfolio | |
|---|---|---|---|---|
| Skyworks Solutions, Inc. | 100% | 100% | 0% | |
| Albemarle Corporation | 100% | 100% | 0% | |
| Aptiv PLC | 100% | 100% | 0% | |
| Union Pacific Corporation | 97% | 100% | 0% | |
| Tesla, Inc. | 85% | 92% | 1% |
Why does it matter
Opportunities
Mobility is being transformed by disruptive technologies. Sharing, electrification and connectivity are the biggest trends in the industry.
Smart mobility allows for integrated management of entire systems to move people and goods thus increasing flexibility and making best use of existing infrastructure.
Autonomous vehicle fleets mean that fewer cars are merely parked and thus take up unnecessary space thereby offering urban planning completely new options to design cities and making them more resilient and "human".
Risks
The global car fleet will triple by 2050. Greenhouse gases are rising faster in no other sector than in the transport sector. 95% of global transport is based on fossil fuels.
It is problematic that the transport sector does not bear its externalities - such as greenhouse gases - to the full extent.
For the EU, the direct costs of mobility are around 300 billion euros per year. By comparison, the externalities (accidents, air pollution, climate change, noise, exhaust gases and loss of biodiversity) are estimated at 1,000 billion euros per year.
Accidents account for 29%, congestion contributes 27% and environmental costs account for around 44% of total costs.
Relevance for Investors
In order to achieve climate targets, it is crucial that the transport sector undergoes profound changes. This will lead to losers (keyword stranded assets) and winners (for example, providers of "mobility as a service"). The transformation is in full swing, as the new investment plans of the major automotive groups show. Politicians will accelerate the pace of change and redirect new infrastructure investments. It is up to the investors to identify and finance the projects of the future.
Latest Insights
Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.