Fund managers are betting on a resurgence of nuclear energy, a sector previously avoided by environmental investors. Firms like Robeco, J O Hambro Capital Management, and Janus Henderson Investors are now seeing nuclear energy as essential for reducing greenhouse gas emissions. Chris Berkouwer, lead manager at Robeco, emphasized that nuclear is now an “indispensable part” of the climate solution, marking a shift in portfolio strategies.
However, the inclusion of nuclear energy in environmentally focused portfolios has sparked debate. Concerns range from nuclear waste to the risks of uranium supply and geopolitical tensions. Despite these worries, proponents highlight that nuclear power produces zero emissions and offers highly efficient energy. As AI continues to grow, requiring vast amounts of electricity, some experts believe nuclear energy could play a key role in powering the future.