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Large solar panels are seen in a solar power plant in Hami, China on May 8, 2013.
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From green energy to equal access to education and technology, investors can find opportunities to make money through these “unstoppable trends,” says Citi.

Alternative and green energy are “very productive right now” where global trends are concerned, said Ken Peng, head of investment strategy for Asia-Pacific at Citi Private Bank, during a virtual media briefing on Wednesday.

“Governments from around the world from China to Europe to US are focusing on sustainable development and they are putting money where their mouths are,” he said.

But the sector “ran a little too hot” in 2020, as investors went in with borrowed money, he said. In the months since January, investors got out of their positions and that market fell 40% by May.

Now, he said, “I think this presents a very interesting opportunity to get on the bus for this trend that is likely to be with us for a good part of the next decade.”

David Bailin, chief investment officer at Citi Global Wealth, also said that over the next five to 10 years, investors — especially younger ones — will place an “enormous emphasis” on sustainable and responsible investing, and not just focus on profits.

They will look at how companies treat the environment, employees, and even politics will form part of their investment decision, he told CNBC on Tuesday. 

He said the most important will be the “unstoppable trends” like climate change and social justice, including providing equal access to education and technology.

“All of those are areas that I think are going to have unusual growth in the next five to 10 years,” said Bailin, who is also the firm’s global head of investments. “So these two things will converge and I think, create an opportunity for investors to make money by doing good.”

Such investments, known as environmental, social and governance (ESG) investing, are on the rise. Last month, BlackRock told CNBC that ESG investments could reach $1 trillion by 2030. 

Cybersecurity as part of ESG consideration

The ability for companies to deal with cybersecurity risks is also part of the whole ESG discussion, Bailin said. 

“In my mind, what you have is this unstoppable trend with the need for greater defense (that) causes higher spending in that area, that’s good for the people who manufacture this type of security and you can invest in those,” he said. 

Last month, Colonial Pipeline was hit by a cyberattack that forced the company to shut down approximately 5,500 miles of pipeline in the U.S., crippling gas delivery systems in Southeastern states.

At the same time, Bailin warned that such investments can have a “substantive risk.”

“Remember that cybersecurity also has a very significant military component to it,” he said.

“It’s used not just by corporations for ransom, but by the military to actually take down infrastructure in their adversaries,” he added. “So for us, it’s an area of continued concern, heightened concern — but also an area that’s actually investable.”

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First Bosch-powered electric bikes enter Taiwan thanks to Tern

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First Bosch-powered electric bikes enter Taiwan thanks to Tern

It feels like e-bikes powered by Bosch’s popular mid-drive electric motors have been around in just about every market for as long as many of us can remember. But there are still major markets getting their first taste of the highly-engineered drivetrains. Bosch’s mid-drive motors are now entering Taiwan, rolling in on Tern’s Vektron and Quick Haul e-bikes.

While Tern’s mastery of the Western e-bike markets has led many to assume they are a North American or European brand, the company is actually based in Taiwan.

Their Bosch-powered e-bikes carry an esteemed international reputation for quality and longevity, but so far the company’s domestic market has only had access to its folding and non-electric bikes (I’ve often drooled over the Tern BYB, which offers a design that looks like if Brompton ratched up the style knob several clicks).

Now Tern is launching the Vektron and Quick Haul e-bikes in Taiwan, and in doing so, is bringing the first Bosch-powered electric bikes to the island.

“Taiwan is the global epicenter for quality bicycles and the country has come so far in promoting bikes for recreation and transport,” stated Josh Hon, Tern Team Captain. “With a large portion of Tern Team Members calling Taiwan home, it was easy for us to raise our hands when Bosch suggested entering the Taiwan market. Our bikes also make the most sense for dense cities like Taipei where a compact e-bike is easier to ride and store.”

Tern Vektron electric bike

The Tern Vektron is an ideal urban city e-bike thanks to its tight-folding frame design, which is more compact than most folding e-bikes in its class. These types of folding e-bikes are a common sight in major European capitals where portability is key.

The Vektron is a convenient option for commuters who need to ride to the train station and then fold their e-bike to carry onboard with them into the city.

For those riders who use e-bikes more as a family vehicle than an individual commuter, the Tern Quick Haul offers more cargo and kid-hauling opportunities. Having tested the Quick Haul myself, I can confirm that it’s definitely a car-replacing electric bike thanks to its go-anywhere and carry-anything vibe.

The Quick Haul’s form factor is key, with the company describing it as “brawny enough to safely ferry a passenger or handle 150 kg (330 lb) of load, the Quick Haul is still smaller than a standard city bike.”

Both bikes also feature Bosch powertrains, meaning they sport the complete motor, battery, console, and drive system package.

Electrek’s Take

When I first heard this news, I was surprised to find out that Taiwan didn’t have any Bosch-powered e-bikes yet. After all, Josh Hon is exactly right – it’s the epicenter of the higher-quality e-bike industry. But on second thought (and after a recent trip to Taiwan), I remembered that I didn’t actually see as many e-bikes on the road as I expected, since most two-wheeled commuters seem to love scooters there. Those great bike parts originating in Taiwan are mostly being exported.

Sure, there were certainly many of the types of e-bikes we think of here in the West, and I was impressed with the number of bike lanes around Taipei, but there weren’t the droves of e-bikers like you’d see in Berlin or Amsterdam. Instead, scooters dominate the streets.

But perhaps that’s because they haven’t yet had access to the type of Bosch-powered e-bikes that Berliners treat as their daily drivers. I’m sure I saw just a snapshot in time, and it’s great to hear that the trend is moving upwards towards higher rates of cycling. I guess we’ll have to check back again this time next year to see if Bosch-powered Tern bikes become a common sight on the streets of Taipei!

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Daily EV Recap: Tesla’s AI training tile

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Daily EV Recap: Tesla’s AI training tile

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Daily EV Recap: Tesla’s AI training tile

Listen to a recap of the top stories of the day from Electrek. Quick Charge is now available on Apple PodcastsSpotifyTuneIn and our RSS feed for Overcast and other podcast players.

New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they’re available.

Stories we discuss in this episode (with links)

Why gas bikes just can’t compete with electric motorcycles in the summer

Tesla’s next-gen Dojo AI training tile is in production

The US just proposed 18 GW of new offshore wind sales

There’s a new trend making electric bike batteries safer

Toyota goes large on hydrogen with new US headquarters

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Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

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Daily EV Recap: Tesla’s AI training tile

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You’re reading Electrek— experts who break news about Tesla, electric vehicles, and green energy, day after day. Be sure to check out our homepage for all the latest news, and follow Electrek on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our YouTube channel for the latest reviews.

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Coterra’s smart pivot to oil from natural gas leads to an excellent first quarter and sweeter outlook

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Coterra's smart pivot to oil from natural gas leads to an excellent first quarter and sweeter outlook

Permian Basin rigs in 2020, when U.S. crude oil production dropped by 3 million a day as Wall Street pressure forced cuts.

Paul Ratje | Afp | Getty Images

Coterra Energy topped Wall Street expectations Thursday with first-quarter results that further proved the Club holding’s nimble production strategy is the right one for shareholders.

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