Pictet Group
Sustainable investing opportunities transcend policy and politics
In an interview with one of China's leading financial media channels, Yicai TV, on its "Top Investors Talk" programme, Laurent Ramsey highlights two crucial considerations for investors in times of increased volatility and uncertainty.
First, he stresses the importance of staying nimble, advocating for multi-asset strategies that can swiftly adjust across asset classes. Second, he underscores the value of maintaining a long-term investment horizon.
Despite the short-term headwinds sustainable investments face due to political factors, Laurent highlights the long-term forces that are driving the energy transition transcending policy and politics. He commends China's rapid transition and the abundant opportunities in its environmental sectors.
Regarding China's economic outlook, Laurent expresses confidence in Chinese policymakers' ability to respond to US policies and the room for further monetary and fiscal stimulus.
