{"id":91841,"date":"2023-10-23T17:14:14","date_gmt":"2023-10-23T17:14:14","guid":{"rendered":"https:\/\/funds.palos.ca\/issue-43-opportunity-abounds-in-renewable-energy\/"},"modified":"2023-10-23T17:14:14","modified_gmt":"2023-10-23T17:14:14","slug":"issue-43-opportunity-abounds-in-renewable-energy","status":"publish","type":"post","link":"https:\/\/funds.palos.ca\/fr\/issue-43-opportunity-abounds-in-renewable-energy\/","title":{"rendered":"Issue 43 &#8211; Opportunity Abounds in Renewable Energy"},"content":{"rendered":"<p>It would be an understatement to say that renewable energy stocks in Canada have felt the pain from eighteen months of central bankers aggressively raising interest rates. As interest rates rise, the widely held assumption is that the increased cost of financing new projects will prohibitively impact bottom lines. On top of rising rates, inflation, geopolitical stress, and market volatility continue to embolden the bearish camp. Renewable energy infrastructure companies are currently trading at absurdly low levels given that these companies are considered \u201cdefensive\u201d given their low correlation to the broader market (i.e., lower Beta). In our view, \u201crenewables\u201d trading like \u201chigh beta\u201d stocks makes little sense.<\/p>\n<p>Follow us on: <a href=\"https:\/\/www.linkedin.com\/company\/palos-management-inc.\/\"><strong>LinkedIn<\/strong><\/a><\/p>\n<p>By Charles Marleau CIM<sup>\u00ae<\/sup> and William Mitchell CIM<sup>\u00ae<\/sup><\/p>\n<p><strong><span style=\"color: #000080;\"><a style=\"color: #000080;\" href=\"https:\/\/funds.palos.ca\/wp-content\/uploads\/2023\/10\/Weekly_Commentary_102323.pdf\">Continue Reading in PDF<\/a><\/span><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It would be an understatement to say that renewable energy stocks in Canada have felt the pain from eighteen months of central bankers aggressively raising interest rates. As interest rates rise, the widely held assumption is that the increased cost of financing new projects will prohibitively impact bottom lines. On top of rising rates, inflation, &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/funds.palos.ca\/fr\/issue-43-opportunity-abounds-in-renewable-energy\/\"> <span class=\"screen-reader-text\">Issue 43 &#8211; Opportunity Abounds in Renewable Energy<\/span> Lire la suite\u00a0\u00bb<\/a><\/p>\n","protected":false},"author":11,"featured_media":91831,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"_links":{"self":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/91841"}],"collection":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/comments?post=91841"}],"version-history":[{"count":0,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/91841\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media\/91831"}],"wp:attachment":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media?parent=91841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/categories?post=91841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/tags?post=91841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}