Christian Roessing explores how the electrification wave and the rapid adoption of artificial intelligence are triggering a step change in global power demand. He examines the resulting challenges for aging grid infrastructure, the urgent need for renewable energy investments, and the technology-driven opportunities emerging for investors in the energy transition space.
The global energy landscape is at a tipping point. Widespread electrification, a revival in manufacturing, and reshoring efforts are converging with the explosive growth of AI to push electricity demand to unprecedented levels. Christian Roessing, Lead Portfolio Manager of the ENETIA Energy Transition Fund at de Pury Pictet Turrettini, will outline why these forces are reshaping investment opportunities in the sector. With over 16 years in thematic equity investing, including leadership roles at Pictet and Vontobel Asset Management, Christian brings a seasoned perspective on identifying companies delivering technology solutions for renewable energy, grid modernization, and efficiency gains. This session will unpack how strong demand fundamentals, combined with innovation and cost efficiencies, can help offset policy uncertainty—offering investors both resilience and growth potential.
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🔗 de Pury Pictet Turrettini