Ecofin at Redwheel’s Michel Sznajer on the electrification super-cycle
INTERVIEWSERIES
Michel Sznajer, Portfolio Manager, Ecofin at Redwheel
May 2026
In this exclusive interview, Michel discusses how investors can access emerging opportunities from the electrification theme and how investors can adapt their portfolio allocation to capitalise as the electrification theme accelerates. Michel also shares his perspectives on the role of renewables in a “Trump-led” world and explains how A.I. is changing the game for utility and infrastructure sectors.
Watch the full interview which covers:
00:14 - How is A.I. changing the game for the utility/infrastructure sectors?
01:34 - What role is there for renewables in a “Trump-led” world?
02:41 - How can investors access the electrification theme at the portfolio level to capitalise on its growth?
04:03 - How do you view the relative attractiveness of the utility/infrastructure/electricity sectors relative to the broader market?
05:03 - How should investors adapt their portfolio allocation as the theme of electrification accelerates?
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Michel Sznajer, Portfolio Manager, Ecofin at Redwheel
Michel is Portfolio Manager within the Ecofin investment team at Redwheel, where he leads the Ecofin Global Renewables strategies.
Prior to Redwheel, Michel was an analyst and portfolio manager at Wellington Management. Earlier in his career, he gained experience at Goldman Sachs and Indosuez W.I. CARR, where he covered telecommunication sectors in Asia.
Michel holds an MSc in Business and Engineering from Brussels University and is a CFA® Charterholder.
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