Asia | Emerging Markets | Equities | ESG & Climate Change | Europe | FX | LATAM | Monetary Policy & Inflation | Rates
Asia | Emerging Markets | Equities | ESG & Climate Change | Europe | FX | LATAM | Monetary Policy & Inflation | Rates
This is an edited transcript of our 12 Investment Ideas For 2021 From Our Listeners podcast episode. The trade ideas are the personal opinions of the listeners and not intended to be investment recommendations. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
(1) Buying clean energy: Invesco Wilderhill Clean Energy ETF (PBW) – Rohan Yelvigi (01:09):
My favourite trade for 2021 will focus in the ESG and climate change sector, in particular, Invesco WilderHill Clean Energy ETF. I chose this Invesco Clean Energy ETF as my trade idea to get distributed exposure to the clean energy sector in the mid to small-cap growth arena versus just a single stock name. In 2020, this ETF posted over 200% year-to-date, overall, up close to 10% in 10 years. I believe there is still healthy upside to this ETF and the ESG clean energy space overall for the following reasons.
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