Implications for Climate Investors as Election Season Heats Up

September 3, 2024

Climate Insights

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Global election cycles can have important impacts on the climate investing landscape. Elections often lead to changes in policy, which can affect short to medium-term stock price performance in public equities. It is critical to look at political developments from both a risk and opportunity standpoint, as political uncertainty can impact company valuations but favorable policies can also provide a strong backdrop for outperformance.

Importantly, almost 40% of the global population (and 60% of global GDP) are holding elections in 2024. Thus far, we have been encouraged by recent outcomes in global elections, including the landslide Labour Party win in the United Kingdom on a pro-climate agenda, and the election of a former climate scientist as President of Mexico. We have now turned our attention to the U.S. election, particularly in light of significant new developments.

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Implications for Climate Investors as Election Season Heats Up

Implications for Climate Investors as Election Season Heats Up

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Implications for Climate Investors as Election Season Heats Up

Implications for Climate Investors as Election Season Heats Up

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