US Elections

Environmental investing: assessing the impact of superpower policy

Co-Head of Thematic Equity, Deirdre Cooper, discusses the outlook for investing in environmental sectors, and in decarbonisation in particular, following the US election.

Nov 11, 2020

Deirdre Cooper

Environmental investing: assessing the impact of superpower policy

Deirdre Cooper, Co-Head of Thematic Equity and Co-Portfolio Manager for the Global Environment strategy, assesses the US president-elect’s green policy agenda, and talks about a recent development she considers even more significant than a change of White House administration – China’s adoption of a net-zero emissions target.

A key takeaway for investors: look east.

General risks

The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth. Past performance is not a reliable indicator of future results. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives and performance targets are subject to change and may not necessarily be achieved, losses may be made. This is not a buy, sell or hold recommendation for any particular security.

Authored by

Deirdre Cooper
Portfolio Manager

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