Nearly half of the trust is held in US stocks, and while Trump’s stance has led to caution around the environmental sector, Jenkyn-Jones argues the cost-effectiveness of energy efficiency and renewable energy technologies means they will grow ‘with or without Donald Trump’.
In this video, Jenkyn-Jones talks about:
- the strong performance of environmental stocks over the last 12 months;
- the technology opportunities in agriculture;
- the impact of Trump’s infrastructure and tax-cutting plans.