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Climate Investing for Inflation Protection and Growth

Released on Tuesday, June 21, 2022ALTERNATIVE INVESTMENTS
Investors need a new playbook for a different environment. Interest rates trended broadly lower for a generation, creating a favorable tailwind for investing in both bonds and stocks. With inflation pressures emerging and interest rates now rising, investors need a different approach to what worked previously. Rising interest rates hurt both bonds and growth stocks and stock selection will become more important. Investing in companies that are leading the fight against climate change presents a secular growth theme that is also consistent with an inflationary environment. In this discussion we will highlight why investors should have exposure to this important area.

Roger Mortimer
KraneShares, Portfolio Manager

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