Hedge Funds Are Finding Ways to Navigate Trump’s Energy Agenda

As President Donald Trump takes a hatchet to the clean-energy transition, a number of hedge funds are trying to figure out how to make money on low-carbon investments that appear resilient to White House attacks.

Their preferred assets are generally located outside the US, including utilities and grid-equipment providers, the money managers said. Some also are turning to natural gas, which Europe has designated a green asset suited to enabling the transition.

Trump’s tariff war has left investors struggling to navigate a fire hose of headlines from the White House, most of which have added to the uncertainty gripping markets. ...