Jefferies Advocates for Increased Investment in Clean Tech Amidst Global Turmoil

Jefferies is urging clients to double down on clean tech investments despite war, supply chain shocks, and inflation risks. The bank believes the Iran war will trigger a new wave of investment in renewables as governments seek energy independence. Clean energy stocks have surged 44% in 2025, outperforming the S&P 500 Index. Investors staying the course have seen market-beating returns in 2026, but the sector faces challenges in the coming weeks and months.