Why Invest Green? Massive Mandated Changes Make For Major Opportunities
From Evergreen Investing: July 2023
We spent the first six issues of Evergreen Investing explaining the six sectors we want our portfolios exposed to for the huge investment opportunity of the green transition: nuclear energy, metals, carbon credits, waste management, agri-food, and green infrastructure. And we named what holdings we bought for that exposure and why.
This month I want to underline why we have such confidence the green transition is a huge investment opportunity. It boils down to three things: certainty, scale, and needs.
Certainty: Governments around the world have committed to the green transition. I’ll run through some of the many pledges made and laws enacted that mean green is the path forward…and the much bigger promises that have been made but not yet legislated that will multiply green investments ahead.
Scale: there’s been some green progress to date, to be sure, but the lion’s share of this massive transition is still to come. This transition is changing how we eat, move, build, and power our world. That is creating entirely new industries, technologies, and investment flows, all of which spell opportunity for investors.
Needs: change on a massive scale has big needs. That big needs often cannot be met means massive
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