European climate investing equities benefit from the new Carbon Border Adjustment Mechanism, shifting valuations upward. Sector strategists expect regulatory support to secure double-digit gains for climate-aligned portfolios. “The strategic placement of these chargers is going to be a thousand times better,” Rodriguez said. “You’re going to see usage a lot higher, because the location of these will be based on potential usage, and not a prescriptive every 50 miles.” Robeco finds diminishing support for climate investing overall, with significant regional variations. The STOXX Global Climate Change Leaders Index is on track for a 15% YTD gain, fueled by strong fund flows from European pension funds revising mandates toward ESG compliance. Analysts see tailwinds from sustained policy frameworks.
