May 2024 Sustainable Investment Update

In response to fierce competition between domestic and Chinese clean energy industries, the White House announced sweeping tariffs on imports such as solar cells, electric vehicles, and batteries. We examine the implications of these tariffs and the state of global collaboration for decarbonization. We also comment on the recent performance of copper and utility stocks in the face of rising power demand related to artificial intelligence and highlight notable company-specific ESG headlines.

To read our full Sustainable Investment Update, please contact us at [email protected].