David Wheeler, CFA
16 Years at AB|33 Years of Experience
David Wheeler is a Portfolio Manager for the Sustainable Climate Solutions Portfolio and Senior Research Analyst for the Sustainable Thematic Equities Portfolios, covering the energy, industrials and materials sectors for the portfolio team. Prior to joining the firm in 2008, he was a managing director, analyst and portfolio manager at Neuberger Berman. Before that, Wheeler worked at J.P. Morgan as a research analyst for the energy sector. He holds a BA in economics from Middlebury College, and is a CFA charterholder. Location: New York
Published Work
Though the new US policy focus is on oil and gas, wider opportunities still beckon.
Active management is key to investing in climate-focused equity portfolios. Here’s why.
Powerful forces are creating attractive opportunities in climate-focused companies for equity investors.
Climate investing takes a holistic approach to address today’s risks and pursue future growth potential among quality companies.
As demand for water solutions grows, equity investors will find opportunities in companies that help quench the thirst of parched communities around the world with innovative solutions.
The global energy transition is accelerating as the widespread effects of the Ukraine conflict bolster the secular growth case for renewable energy.
How can investors find companies that are providing solutions to the world’s biggest climate challenges? This new framework can transform both investing and environmental outcomes in climate portfolios
Evaluating carbon handprints, or the way a product or service affects the environment, is a good way to find companies that are providing powerful solutions to the world’s climate challenges while offering attractive growth potential.
With 20% of carbon emissions coming from cars and trucks, the shift from internal combustion engines to electric vehicles is a massive growth opportunity and necessity. By 2030, electric vehicles will likely generate annual sales of US$25-30 million and a US$5 trillion revenue opportunity.