UBS Group's Global Wealth Management department stated that Trump's return to the White House is unlikely to weaken the rationale for environmental, social, and governance (ESG) investments. Strategists including Amantia Muhedini noted in a client report that although traditional ESG Stocks such as CECEP Solar Energy and Wind Energy faced a sell-off after Trump won the election on November 5, the long-term demand for continued investment in areas from renewable infrastructure to electrification remains strong. "Setting aside politics and geopolitics, the economic outlook for renewable energy, electrification, and infrastructure is still attractive, and long-term demand is visible... Concerns about Trump's re-election may be exaggerated, and we see value in specific sub-segments."
特朗普上台令ESG投资者心灰意冷,瑞银财富管理认为:担忧被夸大
Trump's rise to power has discouraged ESG investors, with UBS Group Wealth Management believing that concerns have been exaggerated.
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