Everything is becoming smart these days—buildings, grids, and cities. In the fourth installment of our Convergence series, which examines five growth themes that are shaping the future of investing, Hugo Scott-Gall speaks with Alaina Anderson, CFA, portfolio manager and global research analyst, and Anil Daka, CFA, global research analyst to discuss renewable energy, smart infrastructure, and new business models, as well as how environmental, social, and governance (ESG) factors are accelerating these trends.