Jefferies Makes the Case to Double Down on Clean Tech Investments
Why the bank is telling clients to stick with renewables despite supply chain and inflation risks.
War. Supply chain shocks. Inflation risks. It’s enough to make some investors bail on clean tech (or at least view it with some skepticism). But investment bank Jefferies is taking a different view, telling its clients to keep betting on renewables.
Today’s newsletter examines the bank’s views and how other portfolio managers are thinking about this fraught moment. We also bring you an exclusive interview with the CEO of the UK’s flood insurer of last resort, who warns mortgage lenders aren’t doing enough — and are in fact making the problem worse.