Increasing tailwinds behind renewables - Liontrust

With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025.

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One of Liontrust's 20 investment themes is Increasing energy from renewable sources, which they see as a multi-decade structural shift as the world moves towards lower-carbon energy. They feel this a key trend for any fund to get right to generate attractive returns and wind turbine manufacturers are a clear beneficiary of this changing landscape.

Date of publication: April 2019

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