Holger Frey and Bruno Azevedo are key figures in UBS Asset Management's Thematic Equities team, focusing on sustainable investment strategies. Frey, with a background in computer science and musicology, leads the Climate Solutions Equity strategy, while Azevedo specializes in fundamental analysis and portfolio management. Natural refrigerants like ammonia and carbon dioxide are gaining traction due to their low environmental impact and cost-effectiveness. Innovations in CO2 refrigeration systems are expected to enhance energy efficiency, particularly in North America, where adoption rates remain low despite significant growth potential.
