Tesla's incredibly high profile in the electric vehicles (EV) market is symptomatic of a megatrend sweeping across the world as cleaner energy solutions develop at pace, writes Mark Battersby, who explores the global transition to electric vehicles and how it can impact investors
The good news for investors is that the opportunity is considerably broader than the one well-known stock in Tesla, and is geared for an exciting yet challenging medium- to long-term journey. But how exactly is the transition to electric vehicles impacting portfolios and where should investors be looking to gain exposure? Mobeen Tahir, associate director of research at WisdomTree, says the EV theme is beginning to make its way into portfolios through different avenues. "Equity investors are not only looking at automakers, but they are also exploring the entire battery value chain that...
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