Navigating the renewable energy headwinds and tailwinds

Liontrust's Mike Appleby takes a closer look at the best investment opportunities in the renewable energy market.

Renewable energy is a favoured long-term theme for the Liontrust Sustainable Investment team because it helps to reduce carbon dioxide emissions and also combats climate change, now recognised as an existential threat to the global environment and economy. There are a number of implications of this renewables theme and the opportunities it offers investors. Renewable energy is disrupting existing thermal power utilities and we believe established energy providers will struggle as their business models are challenged by increasing renewable penetration on the grid. In investment terms, th...