Grønne investeringer får det helt store løft efter brandene i Australien, forudser Saxo Bank, og det gælder ikke kun i Australien.
Uddrag fra Saxo Bank:
Australia is literally burning and the weather is getting more extreme. Whether you are a believer or non-believer in climate change the political capital to improve the environment is being mobilised everywhere. We recognise this shift and believe that the environment will be put before economic growth over the coming decades. This will come with massive government support and investments which will create a mega trend in “green” industries.
Our view is that investors should tilt portfolios towards these new green industries and we provide an inspirational but not complete list of stocks with exposure to solar, wind, hydro, bioplastics, nuclear, recycling, water, building materials, plant-based foods, fuel cells and electric vehicles.
