This quarter’s webinar will also feature a fireside chat between Jeff and Ben Cooke, Portfolio Manager, Natural Resource Strategies at KBI Global Investors, examining how Europe’s commitment to climate infrastructure has yielded early alpha, and also offers a timely mirror to the U.S., where the AI-driven scramble for power, industrial policy momentum, and mounting fiscal pressures are converging into a new investment regime.
This year, net-zero infrastructure (+13.97% YTD)1, transition metals (+14.95% YTD)2, and renewable energy (+16.11% YTD)3 have dramatically outpaced the S&P 500 (+6.06% YTD)4.
This performance marks real-time confirmation of our thesis that structural themes such as resilience, energy security, and climate adaptation are not only relevant, they’re also outperforming.
We invite you to join our CEO Jeff Gitterman and Impact Analyst Adam Bernstein as we highlight the most important current events and economic indicators influencing our view on the economy, markets, and climate related issues.
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