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Wealth Tracker: How are tariff risks changing the calculus around clean energy investments?
Manage episode 484157572 series 2467889
Clean energy is hitting an inflection point. Geopolitical tensions, shifting industrial policies, and soaring demand—especially from energy-hungry data centers—are reshaping the landscape.
Europe may be shielded from tariffs for now, but the sector’s heavy reliance on China is stirring fresh uncertainty.
So, where should investors pivot next? And what new themes are emerging as clean energy powers the backbone of the digital age?
On Wealth Tracker, Hongbin Jeong speaks to Joost Bergsma, Global Head of Clean Energy of Nuveen Infrastructure, to find out more.
See omnystudio.com/listener for privacy information.
4573 episodes
Manage episode 484157572 series 2467889
Clean energy is hitting an inflection point. Geopolitical tensions, shifting industrial policies, and soaring demand—especially from energy-hungry data centers—are reshaping the landscape.
Europe may be shielded from tariffs for now, but the sector’s heavy reliance on China is stirring fresh uncertainty.
So, where should investors pivot next? And what new themes are emerging as clean energy powers the backbone of the digital age?
On Wealth Tracker, Hongbin Jeong speaks to Joost Bergsma, Global Head of Clean Energy of Nuveen Infrastructure, to find out more.
See omnystudio.com/listener for privacy information.
4573 episodes
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