Winds of change: How to invest in renewables today

by BlackRock

The complete report, which was published in July 2020, is available at https://www.blackrock.com/institutions/en-us/insights/investment-actions/renewable-winds-of-change

Excerpt:

The world is changing and so should our investment portfolios. Portfolio resilience has to go beyond government bonds and consider alternative return sources that can provide income and diversification. As the largest opportunity in private infrastructure, renewables is increasingly being asked to play that role in traditional portfolios. At the same time, rising investor allocations, increasing market participants and declining subsidies are changing the investment landscape.

Renewables markets are regionally moving through different cyclical phases and at different paces, reflecting local trends in demand, supply and policy. It is important to identify areas