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Trump 2.0 and the implications for energy transition

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US President-elect Donald Trump and the Republican control of both houses of Congress is expected to have significant economic and policy implications, particularly for renewable energy. In a recent webinar, we explore the potential impacts for investors and discuss why we continue to believe the US energy transition sector is a compelling investment. Listen to an insightful discussion on:

  • How the election results and cabinet appointments may influence US policy and financial regulations
  • The macroeconomic outlook and key policy issues, including tariffs and trade
  • Structural and long-term drivers of the renewable energy sector, including increased demand for power due to artificial intelligence (AI)

Watch the Replay

This information is intended for financial professional use only. It is not to be distributed to or disclosed to retail investors. The views expressed in this document represent those of the relevant investment team and are subject to change. No information set out in this document constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy and sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned in this document may not be suitable for you and may not be available in all jurisdictions.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group Limited. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. The public markets business is a part of MAM and includes the following investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Investment Management Europe Limited, and Macquarie Investment Management Europe S.A.

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.
 

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Macquarie Asset Management

Macquarie Asset Management is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately $US634 billion in assets, we provide a diverse range of investment solutions including real assets, real estate, credit and equities & multi-asset.


Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 20,000+ in 34 markets and is listed on the Australian Securities Exchange.

All figures as of 30 September 2024.

 

Shannon Pons 
Head of Americas Insurance Solutions 
Shannon.Pons@macquarie.com 
704-975-5621 
 

Ping Li
Senior Vice President
Insurance Strategy Lead
ping.li@macquarie.com
347-237-2454

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