www.bloomberg.com
Despite Donald Trump’s anti-green rhetoric, the manager of Janus Henderson Investors’ flagship sustainable fund remains bullish on clean energy stocks. He argues that the sector’s current rally is driven by strong economic fundamentals—such as falling costs and rising demand—rather than political sentiment alone. While acknowledging potential policy headwinds under a Trump administration, the manager sees limited risk of a major derailment, noting that global momentum toward decarbonization and corporate commitment to sustainability appear resilient. He remains focused on companies with solid fundamentals and long-term growth prospects in the transition to clean energy.
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