The recent political shift to the right may have cast a pall over investors with a focus on social and environmental issues. In this video, we emphasize that there are still opportunities for sustainability-focused investors to explore.
Sustainable Market Strategies’ identification of five investable themes addressing environmental and social challenges and attention to investing for the macroeconomic backdrop offer a diverse opportunity set. Drawing on insights from our research over the past five years, we highlight the investment opportunities that remain relevant under the new leadership and are appropriate for the macroeconomic implications from the new President.
Topics covered include:
Fiscal policy dominance
A wave of new industrial policies
Food as an inflation-hedge
Opportunities in the “age of electricity”
Investing in climate resilience
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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