Janus Henderson Manager Says Trump Era May Be Good Time for Green Bets

Bloomberg12-05

(Bloomberg) -- The presidency of Donald Trump may end up being a uniquely good time to add green investments, according to Hamish Chamberlayne, head of global sustainable equities and a portfolio ...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJanus Henderson Manager Says Trump Era May Be Good Time for Green Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-05 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/janus-henderson-manager-says-trump-124558275.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The presidency of Donald Trump may end up being a uniquely good time to add green investments, according to Hamish Chamberlayne, head of global sustainable equities and a portfolio ...</p>\n\n<a href=\"https://finance.yahoo.com/news/janus-henderson-manager-says-trump-124558275.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4135","symbol_name":"资产管理与托管银行","start_time":0,"source_url":"https://finance.yahoo.com/news/janus-henderson-manager-says-trump-124558275.html","article_id":"2489245463","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/AhuN0GV01dyWGkOQ2wgJ3w--~B/aD02NzU7dz0xMjAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/bloomberg_markets_842/bc016491d074081585e3cd7cad9f11ae"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2489245463","pubTimestamp":1733402758,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":" -- The presidency of Donald Trump may end up being a uniquely good time to add green investments, according to Hamish Chamberlayne, head of global sustainable equities and a portfolio manager at Janus Henderson Investors.“While market sentiment is negative and there are understandable expectations for a slowdown in sustainability-related investment themes, we believe, if history is any guide, we could actually be approaching a compelling time to invest,” Chamberlayne said in an article published on the Janus Henderson website.“Reflecting on the first Trump term, fears didn’t match reality,” he said. “Despite potential negative policies towards ESG  and sustainability, we do not foresee significant impacts.” That’s in part because companies operate on timelines that are longer than four-year presidential terms, which means they’re likely to maintain their commitment to sustainability, he said.","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4135":"资产管理与托管银行","JHG":"骏利亨德森集团"},"translate_title":"骏利亨德森经理表示特朗普时代可能是绿色赌注的好时机","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JHG":0.9},"content_text":"(Bloomberg) -- The presidency of Donald Trump may end up being a uniquely good time to add green investments, according to Hamish Chamberlayne, head of global sustainable equities and a portfolio manager at Janus Henderson Investors.\n“While market sentiment is negative and there are understandable expectations for a slowdown in sustainability-related investment themes, we believe, if history is any guide, we could actually be approaching a compelling time to invest,” Chamberlayne said in an article published on the Janus Henderson website.\nThe assessment follows a deep selloff of traditional green assets, including wind and solar. Investors then responded to the Nov. 5 election result by dumping stocks they feared would be pummeled by Trump’s policies. The president-elect has made clear he regards climate change with skepticism, that he intends to wind back Biden-era green policies such as the Inflation Reduction Act, and that he wants to ratchet up fossil-fuel production.\nBut investors should take some comfort in the fact that Trump’s rhetoric hasn’t historically been matched by equivalent action; that, combined with low valuations across the green-asset spectrum, means the sector may do a lot better in the coming years than many investors currently expect, Chamberlayne said.\n“Reflecting on the first Trump term, fears didn’t match reality,” he said. “Despite potential negative policies towards ESG (environmental, social and governance) and sustainability, we do not foresee significant impacts.” That’s in part because companies operate on timelines that are longer than four-year presidential terms, which means they’re likely to maintain their commitment to sustainability, he said.\nChamberlayne notes that clean-energy investments are now close to $2 trillion annually — almost twice as much as is allocated to new oil, gas and coal projects — while “post-pandemic, clean-technology costs are dipping again.”\nAnd Trump’s “pro-growth, pro-business stance, including lower taxes, is likely to boost corporate investment and consumer demand, creating a favorable environment for equities,” he said. “Moreover, should inflation return, it could further encourage investments in efficiency and productivity.”\nJanus Henderson is focused on “investing in companies that aren’t dependent on government subsidies, recognizing that sustainability must be economically viable on its own,” Chamberlayne said. “By concentrating on companies offering valuable goods and services to the planet and people, we believe strong opportunities remain to continue compounding wealth through a range of political backdrops when assessed through the right lens.”\n©2024 Bloomberg L.P.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2489245463"}