Could this be the time for Renewable Power Production?

Martin Wildy
January 25, 2019 | 2 min video

Investors play a key role in bringing new technologies to life. In this video, you’ll hear from Portfolio Manager Martin Wildy, CFA, on why we believe now is the time for Renewable Power Production.

This is a chart from Bloomberg New Energy Finance just showing how the IEA, the International Energy Agency, has been continually underestimating the growth of solar and wind globally. You can see, year after year, they've had to continue to shift their estimates upwards, and Bloomberg New Energy Finance believes that they're still way too conservative, and I share that view too.

So if we think about what global capacity for electricity generation could look like in 2040, we see that coal and natural gas have become a less important share. They're still a part of total pie, but a smaller part, most notably coal. Whereas things like wind, and especially solar, have grown very significantly.

So to get to the levels of wind and solar power production that we think are possible, will require a lot of investment by the capital markets. As investors, that's where we can help play a role and as investors, that's where you can help join us as we support companies that are engaged in producing power in cleaner ways that have fewer health effects, fewer economic consequences and help to make the world a better place.  

This communication is provided for informational purposes only and expresses views of Eventide Asset Management, LLC ("Eventide"), an investment adviser. There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses. Eventide's values-based approach to investing may not produce desired results and could result in underperformance compared with other investments. Any reference to Eventide’s Business 360 approach is provided for illustrative purposes only and indicates a general framework of guiding principles that inform Eventide’s overall research process. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

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Martin Wildy
Martin Wildy

Martin Wildy, CFA, serves as Portfolio Manager at Eventide.