NEW YORK, Dec 3 (Reuters) – Climate and energy remain top of mind for long-term investors looking to ensure robust portfolios, panelists at the Reuters Next conference in New York said on Wednesday.
Investors cannot avoid climate in building resilient portfolios, Temasek’s head of North America, Jane Atherton, said.
Atherton said she expects to see more focus on energy as a security issue.
Builders Vision Chief Investment Officer Noelle Laing noted that 2025 has been a strong year for clean energy, helped by rising energy demand.
Despite the Trump administration’s push to promote fossil fuels and roll back some climate policies, climate and energy investing have held their own this year. The S&P Global Clean Energy Transition Index has risen about 48% this year, compared with a 16.5% r

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