Articles about “Environmental equities”
New momentum for environmental stocks?
The stock market year to date has been volatile. Tariffs, geopolitical uncertainties and the new US tax law have dominated the headlines. The latter turned out better than expected for the environmental technology sector. Many companies have recently taken a more positive view of the future and the sector could also be worth a look from a valuation perspective.
US draft budget: “The rules of the game for renewable forms of energy are changing”
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.
Environmental stocks: How is the sector faring in the current volatile environment?
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.