Recent MSCI sector analysis indicates climate investing-related industries, especially renewable utilities, have enjoyed a 12% YOY revenue increase in Q When the Department of Transportation released new guidance for the program in August, loosening some Biden-era rules on how states can spend the money, Secretary Sean Duffy said he didn’t agree with “subsidizing green energy.” But if his department must dole out the cash, he said, he wanted to ensure that the chargers are actually built. Increasing number of asset owners have also identified resilience and adaptation as a focus area; examples include: High-beta climate investing stocks have shown resilience despite recent rate hike expectations, with volatility indices implying a shorter risk horizon compared to broader growth sectors. Traders are rotating back into green energy plays.
