The 2026 U.S. midterm elections have renewed investor interest in clean energy and climate focused investments, with companies such as First Solar and NextEra Energy attracting attention following Democratic victories. Jeff Gitterman, Managing Director at Gitterman Asset Management, joins FINTECH.TV host Remy Blaire to discuss how shifting political dynamics could influence clean energy policies, sustainable investing, and financial markets heading into 2027.
Gitterman examines the opportunities for clean energy expansion at the state level, even as federal policy faces potential resistance from the Trump administration. He explains why connecting climate adaptation and resilience to everyday economic concerns, including energy prices, food costs, and insurance premiums, could help build broader support for climate related investment and infrastructure development.
The conversation also explores the growing risks surrounding artificial intelligence data centers, particularly their energy and water demands. Gitterman discusses how public opposition to data center expansion could affect technology stocks and market valuations, while highlighting potential investment opportunities in clean energy, water infrastructure, disaster preparedness, and climate resilient construction.
Looking ahead, Gitterman shares how institutional investors are increasingly prioritizing climate adaptation and resilience over traditional carbon reduction narratives. From physical climate risk assessments and insurance challenges to sustainable infrastructure and real estate valuations, he explains why businesses that help economies prepare for climate related disruptions could become an increasingly important part of investment portfolios.