The risks that lose the status of the US status of the United States, says Allianz GI manager

In one of the largest active managers in Europe, the intestinal, which supports the main industry, such as pure energy, may result in the loss of the status for investor capital.

“Message for investors is clear: US cannot offer a valid investment runway in a few months ago,” said Alex Bibani, London-based head portfolio manager Allianz Global investors with about $ 650 billion.

The decision to a remote tax account from many incentives in the act of reducing the house in 2022 in 2022 is threatening to improve the investment strategies in the pure energy transition. Although the Senate voted to block some home offers, European active managers must still claim them to return to another location, as a result of a new level of uncertainty and variability.

“Project economy, supply chain commitments and capital flow can now be directed to more stable jurisdictions such as Canada or EU, if clarity is not recovered quickly,” he said.

This is the latest wedge separating Europe, which is a waste reductionregularityand the USA is installed by the Trump Managementfull-necked attackin net zero policy. The law accepted by the Republicans, Jefferies is also worse than the “fear of fear”, which is committed to energy transition strategies in Jefferies.

If passes through the Senate, the Ira’s abolition was “sharply opposite in the US pure technological policy,” he said. This, the US pure technique will hit Port-IRA’s leading policy and financial forecasting for post-IRA, which damaged the world-based policy and financial forecasting.

The S & P 500 index fell last week, the 30-year treasury productivity increased by 5.1% in the markets by 5.1% Digested news Republican bill, Approximate Will add trillions to the deficiency. President Donald Trump has then ended with the European Union and announced the tariff war in the markets by increasing more uncertainty in the marketsDoes not seek the bargain“The dollar fell.

Entreatment against US energy transition policy has already sent a cold through European investment circles, where there is a main driver of such strategies. , Europe’s largest active manager Amundi SA said he saw evidence that the customers were in the last month “placed massively“To prevent the US market, the main climate policy is all about everything to do with everything. UBS Group AG also said that US capital is aware of large flows from the stock market trade funds.

Tyler Christie put in climate and energy passage before Broncroc Inc. as part of itDecarbonization partnersTemaskek Holdings PTE, the enterprise and the concerns in the US policy creates uncertainty through the financial system of extreme variability, “he said. At the same time, “more” is more aligned and predictable as “more” sole “more” sole “European policy, energy, security and sources”.

In the upper, in Europe and the United States, they are more consistent and strengthened to capital, and strengthen the US policy in the United States and the United States.

Sledgehammer, which leads to the “Sledgehammer” IRA, is only an example of new variability and uncertainty in US policy, “he said.

This story was first displayed Fortune.com

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