Key Takeaways
- It is inconclusive how tariffs will benefit or hurt clean energy stock by either administration.
- Inflation Reduction Act has enabled growth in energy infrastructure.
- High interest rates and high inflation hinder investment in capital-intensive infrastructure.
Sam discusses the hazards of forecasting stock prices based on political views and how the clean energy transition is unlikely to be smooth and steady.
Watch the full interview here.
DISCLOSURES
This report was prepared by Vert Asset Management, a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the needs of any person who may receive this report. Our pages and posts are in no way a solicitation or offer to sell securities or an offer of investment advisory services nor shall any such security or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. While reasonable efforts have been made to provide data from sources considered to be reliable, no guarantee of accuracy is given. Vert Asset Management assumes no obligation to update this information, or to advise on further developments relating to it.
