Opinion: There is more to renewables than higher interest rates

“Renewable energy stocks hit hard by higher interest rates” Financial Times wrote in October. But there is more at play, writes Arjan Palthe, fund manager at Triodos IM in this column for AMWatch.
Arjan Palthe, fund manager of Triodos Global Equities Impact Fund. | Photo: Pr / Triodos Im
Arjan Palthe, fund manager of Triodos Global Equities Impact Fund. | Photo: Pr / Triodos Im
By Arjan Palthe, fund manager of Triodos Global Equities Impact Fund

The MSCI Global Alternative Energy Index has slumped around 42% this year. 

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