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December 8, 2024

A Midsummer Green Tailwind Hits the World

The Energy and Climate policy shifts of late present interesting long/short opportunities. While the U.S. green energy and climate change agenda has been revived with the passage of the Inflation Reduction Act of 2022, it is too early to conclude that unexpected “green” tailwinds supplant the headwinds which are likely to continue coming from the Federal Reserve to curb inflationary pressures. In Europe, persistently high energy and gas prices will eat into the profit margins of several energy efficiency laggards in industries such as chemicals, fertilizers and steel.

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SMS Alpha

SMS Alpha looks into various sustainable investment themes for investors across all geographies and asset classes. This weekly publication is issued to our clients about 40 times per year and provides a forward-looking and actionable investment strategy for investors looking to improve the risk-return relationship of their sustainable investment strategies.

SMS Insights

SMS Insights focuses on higher-level issues relevant to asset managers active in the sustainable investing space. Published about once a month, research themes include – but not limited – to the changing global policy and regulatory environment, climate change, biodiversity, and financial services taxonomy. SMS Insights helps our clients better frame their investment products within the larger sustainable investing space.