2025 has already started off with a bang! Policy uncertainty surrounding Trump is sure to be a driving force this year. We expect more divergence within markets, with winners and losers to be heavily influenced by perceived and and real policy changes. However, it is important to note that not all sustainability themes will be shaped by the changing U.S. policy backdrop, some will persist despite it. This is reflected in our top trade ideas for the year.
Topics covered include:
Climate Adaptation
Waste Management
The Age of Electricity
Short Fossil Fuels & Consumer Discretionary
MAHA (Make America Healthy Again)
If you would like to learn more about our in-depth investment research, or discuss any of the topics mentioned in the video, please contact us to set up a call.
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