The arrival of a more protectionist US administration favouring deregulation and fossil fuels may be seen as hindering the energy transition and climate action. Ed Lees, Co-head of our Environmental Strategies group, explains why it is not that simple.
He talks to Chief Market Strategist Daniel Morris about the countervailing forces such as state-level – not federal – environmental standards, the hard-to-dispute economics of green energy, and the jobs that current policies have created. Ed sees opportunities in areas including energy efficiency, solar and clean water, nuclear and blue hydrogen.
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00:00:00 – 00:00:53 market update
00:00:54 – 00:02:59 the future of environmental investing
00:03:00 – 00:06:57 Trump administration expectations
00:06:58 – 00:08:18 advice for investors
00:08:19 – 00:09:42 summary
00:09:43 – 00:10:04 important information
