The bill includes $369 billion for climate action, including tax credits for households to buy electric vehicles, and support for renewable energy, carbon sequestration research, hydrogen power and small-scale nuclear reactors. has passed a $700 billion economic package seen by many as a monumental step in tackling climate change. The Future Is Green - The Inevitable Energy Transitionįollowing 18 months of intense wrangling, the U.S. But two themes appear especially interesting at present. So, for investors, this means more stories to choose from. Moreover, the investment industry now offers discerning investors ways to access differentiated themes aligned with unique megatrends. The stories they tell themselves reveal what places they will witness along the way.īut, of course, timing does matter, and the bear market in 2022 has created an attractive entry point for long-term investors. Thematic investors, therefore, need only observe the direction of the current and swim with the tide. But what makes thematic investing a lot more palatable than prophesizing, is that certain megatrends are already in motion. Avenues of investing aligned with megatrends are inherently predicated on visions of the future. Thematic investing brings this notion to the fore. “We tell ourselves stories in order to live,” Joan Didion (writer and journalist).
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