Dr Gerhard Wagner

Senior Portfolio Manager, Head Sustainable Equities

Dr Gerhard Wagner is Senior Portfolio Manager for our "dark green" equity strategies and the related funds we offer under the Sustainable label.

Dr Gerhard Wagner is a recognised expert in the design and management of sustainable investments. From 2001 to 2007, he worked as a portfolio manager for sustainable investments at UBS. From 1994 to 2001 he worked as a scientist at the ETH Water Research Institute (EAWAG) in the field of climate physics.

Dr Gerhard Wagner completed his physics studies at the University of Konstanz. He then received his doctorate in natural sciences (Dr rer. nat.) at ETH Zurich. He gained his Chartered Financial Analyst (CFA) diploma in 2006.

Swisscanto (CH) Equity Fund Sustainable

Swisscanto (CH) Equity Fund Sustainable International

Swisscanto (LU) Equity Fund Sustainable

Swisscanto (LU) Equity Fund Sustainable Global Climate

Blog posts

Nobel Prize 2025: Guiding star for thematic investments

Why the theories awarded in 2025 could also be intriguing from an investment perspective.

Paris Climate Agreement – a success after all

Ten years after the agreement, the energy transition is in full swing.

What matters in sustainable equity investments

When investing sustainably in stocks, quality must not be neglected.

AI – alright for the climate?

Dr Gerhard Wagner explores the question of the climate footprint of artificial intelligence.

“Drill, baby, drill!” – but not as you think

The oil and gas industry might hold the key to a breakthrough in sustainable geothermal energy production. This opens up investment opportunities.

Electricity market at a turning point

Next year, renewable energies are expected to generate more electricity than coal-fired power plants for the first time. This is explained by Dr Gerhard Wagner in the ‘Themenfonds Talk’.

Shortage of raw materials threatens energy transition

Copper and other minerals are essential for the electrification of the global economy. However, current capacities are not able to meet future demand.

Costs of capital put the brakes on "green" investments

Emerging countries need to power their economic growth with renewable energies, otherwise the energy turnaround will become a distant prospect. However, high costs of capital in many emerging markets are putting off investors.

Energy turnaround requires smart grids

While a timely decarbonisation of the global economy will require electricity from renewable sources, this energy must also be transported precisely, reliably and efficiently. Smart grids can do this.

India – a key country for climate protection

Keeping global warming below 1.5°C by 2050 requires the investment of billions in sustainable technologies. In particular, the emerging country of India plays a key role in this.

Temperature rises in heat pump market

The fight against global warming and need to import fewer fossil fuels from conflict regions are making heat pumps hot property.

Green Energy: A multi-trillion-dollar market

It is still possible to keep global warming below 1.5°C by 2050. However, investments in clean environmental technologies would have to increase from USD 1.75 to 4.5 trillion by 2030.

Properly comparing the costs of electricity generation

Is electricity from fossil or renewable energy sources more expensive? A new measurement method allows for an insightful cost comparison.

Green hydrogen: a beacon of hope on the path to net zero

Industrialised countries intend to massively increase the use of green hydrogen as an energy source – including the EU and Switzerland. Are these ambitious plans feasible?

Obesity: Weighty problem with investment opportunities

All over the world, more and more people are becoming overweight. This poses major problems for the healthcare system. At the same time, investment opportunities are emerging - an assessment.

Climate protection: a turning point in the USA

The USA aim to reduce greenhouse gas emissions by around 40 percent by 2030 compared to 2005. Unlike the European Union, the US does not rely on CO2 emissions trading, but on tax incentives. Why?

Using renewable energy to mitigate rising inflation and supply insecurity

Europe is facing record fuel prices. Equities from the renewable energy sector can therefore be seen from a new perspective.

The haunting spectre of greenflation

The war in Ukraine is accelerating the energy transition and there is talk of a «double urgency», i.e. climate protection and energy security. Is there now a threat of greenflation?

International Energy Agency points the way to a climate-neutral global economy

The dangers of the climate crisis are becoming visible to more and more people and institutions. Even the International Energy Agency (IEA) has recognised the signs of the times.