Sentiment on many SI strategies is currently bearish due to concerns about the Trump presidency. While some sustainability-related policies may be rolled back, we do not anticipate wholesale changes, and we continue to see attractive growth opportunities in the space.
Sustainable investing aligns portfolios with long-term fundamentals, competitive returns, and investors' sustainability goals. While the Trump administration's policies may weigh on the field, opportunities with strong commercial economics still exist. Climate transition investments across public and private markets look especially interesting. Private markets in renewable energy and sustainable agriculture diversify portfolios and offer competitive returns. Diversification and exposure to less policy-sensitive areas (like ESG leader equities) is key, in our view.
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