Strategic Go Sustainable

UBS maintains a firm secular case for sustainable investing, emphasizing opportunities in energy transition infrastructure and ESG-leading equities to navigate geopolitical risks.

Key Takeaways

• 1.Sustainable investing is supported by a strong secular case, capable of delivering competitive returns and alignment with global goals despite geopolitical volatility.
• 2.The energy transition is a strategic priority for energy security and affordability, driving massive investment in power infrastructure like cables and transformers.
• 3.Diversification across ESG leaders, multilateral development bank (MDB) bonds, and private climate tech is recommended for resilient sustainable portfolios.

Table of Contents

• Go sustainable
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information

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