ALPS Clean Energy ETF

ACES

Market cap $115M

Clean energy ETFs -ICLN, QCLN, PBW, ACES and FRNW - surge as global investment hits records, with momentum set to test U.S. policy headwinds in Q4.

A Fed rate cut today could ease financing for renewables, boosting U.S.-focused clean energy ETFs that are already gaining momentum.

For investors looking for income through a multi-asset class approach, it might seem sensible to max out the dividend yield within the equity allocation. Yield-focused equity strategies may introduce regional and sector concentrations that can influence returns. Given the relatively attractive yields available in other asset classes, we think it makes more sense to design 'core-like' equity exposure within multi-asset income solutions.

Experienced investors know that the clean/renewables energy industry has a long-standing reputation for political sensitivity. Said another way, there are widespread perceptions that a Democrat president is beneficial to renewable energy equities, while a Republican president can bring headwinds.

Considering its youth relative to other industries, clean energy has developed a reputation for being politically sensitive. Various exchange traded funds providing access to renewable energy equities prove as much.

Renewable energy equities and related ETFs struggled in the first quarter, extending a surprisingly lengthy span of underperformance by the once-hot group. Hope isn't a viable investment strategy.

Leading up to the 2024 presidential election, there were concerns that renewable energy stocks and related ETFs — already struggling — would be even more vulnerable if then-former President Trump was victorious.

Despite passage of the Inflation Reduction Act (IRA), which included some of the largest climate-related expenditures on record, clean energy stocks and related ETFs disappointed investors during most of President Biden's time in office.

Looking for a way to buck common market wisdom? Many investors may be in a holding pattern to start 2025, already having made a few moves to end 2024.

RIYADH, Saudi Arabia & HILLSBORO, Ore.--(BUSINESS WIRE)--Advanced Communications and Electronic Systems (ACES) and Radisys Sign MOU to Accelerate 5G ORAN Innovation and Development.