Deglobalization Leverages Green Investing Opportunities
From Evergreen Investing: August 2023
The green transition is a paradigm shift. This matters to us at Evergreen Investing because paradigm shifts create major investment opportunities and new ways of operating that replace longstanding setups.
This shift is changing how the world moves, builds, eats, lives, and works. And big change like this requires big support, in particular from governments that mandate and then support the transition. Big changes also require new inputs, whether that’s materials or energy or technology or people.
Put it together and the green transition sits at the intersection of politics, money, and resources. It is happening because of political mandates; it demands immense investment; and it requires all kinds of new materials, energies, and technologies.
And this complex transition is happening in a world that is pivoting to deglobalization as it recovers from two big financial setbacks and navigates big new fractures in international relations.
This month, we want to explain how deglobalization is impacting the green transition. Long story short: it’s enhancing the investment opportunity for anyone who understands that politics and trade go hand in hand.
What & Why of Deglobalization
Deglobalization is a move towards lessening dependence and integration between nations and
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