cover of episode Top of the Morning: Sustainable Investing - 10 expectations for 2025 and beyond

Top of the Morning: Sustainable Investing - 10 expectations for 2025 and beyond

2025/1/22
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UBS On-Air: Market Moves

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Amantia Muhedini
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@Amantia Muhedini : 我认为,美国退出《巴黎气候协定》对可持续投资领域具有重大象征意义和实际意义。这将导致美国不再需要公布其减排承诺,也可能减少其减排轨迹的透明度。然而,这并不意味着国内推动可再生能源发展的经济活动将会停止。事实上,许多推动可再生能源增长的政府资金或财政激励措施已经在全美范围内积累,并且惠及共和党和民主党领导的州,这意味着可再生能源的经济因素可能比政治因素更重要。此外,美国退出《巴黎气候协定》将使其不再参与全球气候谈判,并减少对发展中国家的财政支持,这将对发展中国家构成挑战。 关于公司方面,我们已经看到一种趋势,即公司减少提及ESG(环境、社会和治理)等术语,这种现象被称为“绿色噤声”。尽管如此,许多公司仍在继续采取实际行动,例如转向可再生能源或减少碳排放。这种现象给投资者带来了挑战,即更难识别那些真正践行可持续发展理念的公司。 对于投资者而言,我们有两个主要预期。首先,我们预计投资者将从那些将可持续性更多地视为营销手段而非投资策略核心的“轻度ESG投资”策略转向。这可能会导致资产流出。其次,我们预计投资者将更加关注投资的影响力,寻求将资产与既具有财务意义又能够带来实际改变的领域相结合,这主要通过私募市场投资以及公共市场中的主题领域来实现。 @Daniel Cassidy : 作为主持人,我没有表达具体的观点,而是引导Amantia Muhedini阐述了对特朗普政府新政以及对可持续投资领域影响的解读。我主要关注的是对美国退出《巴黎气候协定》、宣布国家能源紧急状态等行政命令的解读,以及这些政策对公司和投资者的影响。我引导Amantia Muhedini对这些政策进行了分析,并探讨了投资者应该如何调整投资策略以适应新的环境。

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This chapter analyzes the implications of President Trump's executive orders on climate and energy for sustainable investing. It discusses the withdrawal from the Paris Agreement, the declaration of a national energy emergency, and the continued relevance of renewable energy policies despite these actions.
  • US withdrawal from the Paris Climate Agreement
  • Declaration of a national energy emergency
  • Continued relevance of renewable energy policies in the US

Shownotes Transcript

Amantia rejoins the conversation in-studio to share some thoughts around the implications of recently signed executive orders by President Trump as it relates to both climate and energy. We also touch on implications for companies, along with takeaways and recommendations for investors when it comes to sustainable investing. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy