Despite market volatility and rapidly reducing government fiscal support, the environmental investment universe has good long-term potential, writes Charlie Thomas, manager of the Jupiter Ecology fund.
Over the past year or so, the performance of the environmental investment universe has been deeply polarised. The backdrop for this has been the high levels of stock market volatility we have experienced, due to fears over a eurozone meltdown. Heavy falls Alternative energy producers from the solar and wind power sectors suffered heavy falls. This was due to widespread cuts in government subsidies and other support mechanisms, forcing these sectors to contend with weaker demand while having to rapidly reduce prices to compete with traditional energy producers. During this period, w...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes