TAN: Long-Term Tailwinds Cannot Make Up For Short-Term Uncertainty And Rich Valuations
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Investment Thesis
TAN – the Invesco Solar Portfolio ETF (TAN) – plays into a global mega trend covering a sector that still has a lot of room to grow before reaching maturity. The lacking maturity makes it difficult to select the future winners, making an ETF a natural choice. I believe investors do well by themselves to secure exposure toward renewables and I proactively seek out the opportunities in the market, causing me to keep an eye on…
