AY - How We're Positioning Natural Resources For A Potential Blue Wave

• Looking just at natural resources, we believe the place to be in anticipation of a “blue wave” is renewable energy.
• Today, only 18 percent of U.S. electricity comes from renewables.
• From Trump's inauguration in January 2017 to the end of 2019, energy was the only S&P 500 sector to deliver a negative return, down 16.6 percent.
• TheS&P Global Clean Energy Index is up 80.0 percentyear-to-date through October 13, with half of those gains made in the last 30days alone.
• A beneficiary of the Democrats’ spending goals, shouldthey come into power, is infrastructure, with potential windfalls available tocompanies involved in construction and building materials, mass transit, airtransportation, broadband and more.

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