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Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.
The SPDR S&P Kensho Clean Power ETF (NYSEARCA:CNRG) and the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) both sit in the clean energy aisle, but they are not interchangeable.
Wind energy ETFs are back in focus as geopolitical tensions and AI-driven power demand are strengthening the bull case for wind energy.
Electricity demand is rising rapidly. AI data centers, EV charging networks, and reshored manufacturing are drawing power from a transmission system largely designed in the last century.
Clean energy ETFs could be the real winner as energy security fears, oil volatility and strong fund inflows drive investor interest.
Middle East tensions are pushing oil prices higher, fueling a surge in clean energy ETFs as investors eye long-term growth opportunities.
Energy security fears may fast-track the clean energy transition. Clean energy ETFs could be the real winner.
Clean energy ETFs spent the last few years getting battered by rising rates, policy uncertainty, and a rotation away from growth.