The recently published US budget draft also contains interesting passages on the future of the Inflation Reduction Act and the associated subsidies for renewable energies. In an interview, environmental equity fund manager Alexander Weiss explains what the draft means for investors and why the market reacted positively to it.
The first quarter had a few surprises in store for the markets. The US tariff announcements shook the markets to the core and caused a volatile stock market environment. The environmental technology sector was not spared either. What is the outlook for the sector? We asked fund managers Clemens Klein and Alexander Weiß in a double interview.
