Energy Transition – A Catalyst for Commodity Investments

The energy transition is triggering an unprecedented surge in demand for raw materials. Discover how systematic commodity strategies can capture the opportunities created by this fundamental transformation. Leverage our expertise now, the timing is compelling.

Lunch-Event

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12.00 pm / Widder Hotel, Rennweg 7, 8001 Zurich

Commodities in the Supercycle – Energy, Metals & Agriculture

Despite all progress, our modern society remains bound to material realities: energy dependence and finite resources shape global change. The energy transition is driving rising demand for metals, while supply bottlenecks and investment deficits mark the beginning of a new commodity supercycle. At the same time, commodity investments offer diversification, inflation protection, and attractive return opportunities. At our investor lunch, the Picard Angst Commodities Competence Center will show how institutional investors can benefit from the global resource transformation – with 360° expertise from research and advisory to tailored solutions.

Pablo Gonzalez

Pablo Gonzalez

Senior Portfolio Manager Commodities

Lunch-Event

Commodities in the Supercycle – Energy, Metals & Agriculture

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Wind Power

Solar Powers

Smart Grids

Hydrogen

Electric Cars

Batteries

Liquefied Petroleum Gas

Biofuels

The Energy Transition Gains Speed

Global investment in clean energy will double fossil fuel spending for the first time in 2024. To meet climate targets, that figure must double again by 2030.

  • Fossil fuel
  • Clean energy

Source: 2024 International Energy Agency CC BY 4.0

Net Zero Upends the Energy Mix

Decarbonization is radically shifting global supply away from fossil fuels toward electricity generated from renewable sources.

Fossil fuel

  • Coal
  • Oil
  • Gas

Clean energy

  • Biofuels
  • Other renewable
  • Nuclear
  • Water
  • Wind
  • Solar

Source: 2024 International Energy Agency – CC BY 4.0

Insights

Investor Meeting Battery Storage

Energy Storage as an Investment Opportunity

Commodities Reimagined

Opportunities and Challenges of the Energy Transition

Where the Investment Opportunities Lie

The global energy transition is reshaping commodity markets and energy infrastructure at unparalleled speed. Ambitious climate targets create new bottlenecks, capital requirements and regulatory frameworks.

Picard Angst pinpoints the megatrend’s key opportunities, from electrification and evolving energy systems to the growing importance of alternative fuels and presents concrete investment solutions for institutional investors.

Electrification Creates Supply Deficits

Shifts in the energy mix are driving up demand for critical metals such as copper, nickel, lithium and cobalt—vital for wind and solar power generation as well as energy storage.

A typical electric vehicle contains up to six times more copper than a conventional car. Photovoltaic and wind installations also require up to twelve times more metal per kilowatt‑hour generated than fossil‑fuel power plants. At the same time, new mining projects take an average of seven to ten years to begin production, a critical delay given the accelerating demand.

Our investment ideas

In subscription

All Commodity Plus Fund

A balanced, highly liquid investment strategy broadly diversified across individual commodity sectors, enabling optimised participation in the overall trend of the commodity asset class.

AMC on Hydrogen Revolution Basket Hydrogen index with leading technology companies

Equity strategy capturing structural growth across the global hydrogen value chain – from production and storage to infrastructure and applications.

In subscription

Metals AMC

Exposure to a diversified selection of industrial and precious metals that play a significant role in the energy transition, with the objective of participating in their performance while optimising the portfolio’s risk-return profile.

In subscription

Crucial Minerals Certificate

Globally invested equity fund focused on companies that mine or process strategic raw materials such as copper, lithium, cobalt, and rare earths – key resources for the energy transition, digitalisation, and modern technologies.

In subscription

Precious Metals Champions Fund

Globally focused equity fund that benefits from structural shifts in the precious metals sector. At least 20% is always invested in physical precious metals, increasing to up to 80% in weaker market phases.

In subscription

Industrial Metals Champions Fund

International equity fund focused on leading producers of industrial metals, benefiting from a combination of growing demand driven by the energy transition, digitalisation, and AI, as well as structural supply constraints.

Video

For nearly two decades our commodity strategies have consistently outperformed established benchmarks.

Dr. David-Michael Lincke Head of Asset & Portfolio Management

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About Picard Angst

Your Contacts

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber has been Head of Business Development since the beginning of 2021 and is responsible for the expansion and further development of investment and customer solutions with a focus on sustainability, data science and securitization. As of 2022, he will take over the management of our ESG Competence Centre as Chief Sustainability Officer. He has over 15 years of experience in the financial industry. He held senior positions at major Swiss banks and fund companies. He holds a Bachelor in Business Administration from HWV Bern and a Master in Banking & Finance from FHNW.

Call +41 55 290 50 16 Send e-mail Go to LinkedIn profile

David-Michael Lincke

Head of Asset & Portfolio Management

David-Michael Lincke

Head of Asset & Portfolio Management

Dr. David-Michael Lincke has been Head of Asset and Portfolio Management since 2009 and has more than 20 years of experience in investment management. Prior to joining Picard Angst Group, he worked as a consultant and portfolio manager and held various proprietary trading roles focusing on quantitative equity strategies and statistical arbitrage. He holds the CFA and FRM charter as well as a PhD in Economics from the University of St. Gallen, Switzerland.

Call +41 55 290 55 55 Send e-mail

Pablo Gonzalez

Senior Portfolio Manager

Pablo Gonzalez

Senior Portfolio Manager

Pablo Gonzalez joined Picard Angst in June 2025 as Senior Portfolio Manager, overseeing the development and management of commodity and equity strategies, including the Industrial Metals Champions Fund, the Precious Metals Champions Fund, and various thematic certificates. A CFA Charterholder, he brings extensive experience in portfolio management, research, and advising institutional and private clients. Before joining Picard Angst, he spent over a decade at Independent Capital Group, having started his career at UBS in 2003, followed by a role at Gateway Capital Group.

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