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Mega Trends Portfolio: investing in renewables

Wind turbines

Renewables have been subject to enormous hype; then again, industry estimates have consistently underestimated their deployment. This report looks at the economics of renewables and considers two companies in the sector which could be great investments. Both are current constituents of our high-performing Mega-Trends Portfolio.


To misquote from the movie The Good the Bad and the Ugly: “There are two types of people in this world my friend, those who have an optimistic view of renewable energies and those who hate them.” Investors need to rise above this debate; a good investor doesn’t let ideology decide whether a company is a good investment. Instead, they should rely on evidence; they should take an objective view and consider the…

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