This year, net-zero infrastructure (+13.97% YTD) [1], transition metals (+14.95% YTD) [2], and renewable energy (+16.11% YTD) [3] have dramatically outpaced the S&P 500 (+6.06% YTD) [4].
This performance marks real-time confirmation of our thesis that structural themes such as resilience, energy security, and climate adaptation are not only relevant, they’re also outperforming.
We invite you to join our CEO Jeff Gitterman and Impact Analyst Adam Bernstein as we highlight the most important current events and economic indicators influencing our view on the economy, markets, and climate related issues.
Gitterman Q3 2025 Market Outlook Webinar
Infrastructure and a Shifting Macro Regime
Wednesday, July 23, 2025
1:00 – 2:00 PM ET
Register
**This event is for financial professionals only
**Replay will be available to all who register
[1] Bloomberg YTD Performance of KBI’s Sustainable infrastructure SMA as of Q2 2025. This is hypothetical model performance.
[2] Morningstar Direct YTD Performance of Sprott’s Critical Materials ETF (SETM) as of Q2 2025.
[3] Morningstar Direct YTD Performance of iShares Global Clean energy ETF (ICLN) as of Q2 2025.
[4] Source: Morningstar Direct YTD Performance of The S&P500 TR USD (SPY) as of Q2 2025.
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