Sustainable equity

Big Bill, small print: the real impact on investing in decarbonisation

Deirdre Cooper, Head of Sustainable Equity, explores the implications for investors in decarbonisation of President Trump's 'One Big Beautiful Bill' Act.

25 Jul 2025

12 minutes

Sam Segameglio
Deirdre Cooper

Deirdre Cooper and Sam Segameglio analyse what the most significant piece of US legislation this year means for companies in the clean-tech value chain.

Deirdre also explains why policy has become much less important as a driver of the energy transition. This is because electricity demand is growing in developed markets for the first time in decades, partly due to the rapid expansion of AI datacentres.

Authored by

Sam Segameglio
Portfolio Specialist
Deirdre Cooper
Portfolio Manager

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