Cleantech Cycles: The Tide Is Out

Download the Cleantech Cycles: The Tide Is Out insight here.

This insight is an update to our original Cleantech Cycles paper published in Jan-21. We review what has happened in the interim to passive ETFs, unwrap valuations in cleantech sectors and show why investing in reasonably priced quality companies could be a good approach for green sectors. Lastly, we comment on how volatility, risk management and asymmetrical opportunities can significantly add to investment performance.