This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Policymakers have arguably kept their heads in the sand over the threat from global warming, but 2021 seemingly marked a watershed moment. Looking for ways to stimulate economies in the wake of the COVID-19 pandemic, policymakers have responded with the promise of an unprecedented influx of fiscal stimulus, one of the focuses of which is the sustainability of the infrastructure of developed economies. One of the largest investment opportunities appears to be in renewable energy, both via the conventional renewable sectors and through more unconventional routes. While the renewable infrastructure and environmental sectors represent the most obvious beneficiaries in the investment trust space, there are also opportunities outside these sectors, be they through regional strategies tapping into their own opportunities or through the enormous need for resources that the shift to a more environmentally sustainable society will require.
In this article we examine the nature of the incoming stimulus, how the market has reacted to the march towards renewable investing, and which trusts offer investors access to this trend.
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