How to take advantage of the electric vehicle revolution

Nicolas Ziegelasch, head of equity research at Killik & Co, explains how investors can take advantage of the growing popularity of electric cars.

How is the car market changing? We believe the change that will sweep through the global car market over the next 10 to 20 years will be one of the most transformative ever to hit any sector. It can be broken down into three phases, all with different timescales. Firstly, we anticipate a significant growth in electric vehicle (EV) adoption by consumers (and also businesses). That will be followed by the introduction of robo-taxis. The last phase will be the roll-out of fully autonomous vehicles. We think that the market is underestimating the size and speed of these changes and the ...