Sascha2 : Stimmung aus US Foren ist bullisch
Grantham expects a correction to rock the market in the coming months, but one sector he remains bullish on is green investing.
The rush of capital to businesses searching for solutions to the planet’s environmental challenges creates “an unfair advantage for green investing,” Grantham recently told Bloomberg.
“This is going to be the most important investment theme for the rest of your life,” he said.
Grantham has invested most of his own fortune into the green economy, as well as a fair chunk of the $60 billion he manages for asset management firm Grantham, Mayo & Van Otterloo.
Let’s look at three green energy stocks in the GMO portfolio that might help you make some green of your own. You may even be able to get a piece of them
Plug Power is racing to the forefront of the hydrogen fuel cell industry.
Why does that matter for green investors? Hydrogen fuel cells, by powering cars, trucks, and even large facilities like data centers and hospitals, figure to be central in the planet’s pivot away from fossil fuels.
But Plug isn’t just in the fuel cell business. It also produces liquid hydrogen and has projected that it will be the top U.S. producer of sustainable liquid hydrogen by late 2023 or early 2024. As more businesses, homes and vehicles run on hydrogen, Plug could benefit.
Investing in emerging technologies is always a risky venture. Plug’s Q3 revenue was $37 million higher than a year before, but earnings still fell well short of expectations. The company’s stock has shed nearly 17% in the last month in an up-and-down year.