Navigating the Semiconductor Market's Impact on Digital Transformation

In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world’s largest maker of electrical equipment. The group born out of the industrial revolution is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean-Pascal discuss this transformation along with geopolitical challenges, doing business in China and India and new trends in digitization and decarbonization.

The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke with input from portfolio manager Martin Prozesky.

Links:

• Watch the episode on YouTube: Norges Bank Investment Management - YouTube
• Want to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)
• Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedIn
• Follow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedIn
• Follow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram

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