PBW News and Press, Invesco WilderHill Clean Energy From 10/26/22

Summary Elections affect the markets, sometimes in unpredictable ways. Smith & Wesson saw 2021 revenue leap to $1.06 billion, up 55.8% from $680 million in the previous year. Despite this year’s market difficulties, the S&P 500 ETF is up over 19% since Biden's e...

Summary Today, we face a new imperative: to balance energy security, transition and sustainability - to meet global demand for the fuels that drive our global economy, and to build the energy systems to redress climate change. Lesson one is that energy security and energy transiti...

Summary There's a strong floor under oil and gas prices for the near future. That means higher profits for oil and gas companies, but also, more traction for clean energy as a substitute. Every Monday, we look at cash-secured puts and covered calls to sell for added income and...

Summary The root of Europe’s energy crisis is under-investment or outright dis-investment in nuclear energy and natural gas production/storage/transportation, combined with over-reliance on intermittent and relatively inefficient forms of renewable energy. Russia’s i...

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary Every day that the Nord Stream pipeline doesn’t run as expected deepens an energy standoff between Russia and the EU. The EU in May ratified a huge policy initiative to accelerate its clean energy transition and increase Europe’s energy independence from Russ...

Summary Resource equities continued to exhibit remarkable resiliency during the quarter, with the S&P Global Natural Resources Index outpacing global equities and global bonds over the 3-month period. Macroeconomic themes mostly continued to dominate all resource equity-relate...

Summary With no end in sight for the ongoing conflict in Ukraine, energy markets around the world look forward nervously as winter approaches. The recently enacted Inflation Reduction Act has set the trend for deep decarbonization of the whole economy as well as net zero in the US...

Summary Energy infrastructure companies continue to make strides with clean energy initiatives – announcing new partnerships, projects, and acquisitions. From renewable fuels to carbon capture to hydrogen, the provisions in the Inflation Reduction Act support clean energy i...

Summary Reversing the gains from earlier in Q3, September’s market rout brought U.S. and global equity indexes back into bear market territory. Uncertainty, volatility, and recession risk are elevated, but investors should keep in mind that innovations and opportunities oft...