Michael Cerasoli, CFA, Portfolio Manager, Renewables Infrastructure and Curt Pabst, Managing Director,Eagle Global Advisors discuss the opportunity in sustainable infrastructure and key factors driving the generational shift to clean energy.
Renewable power is experiencing a renaissance thanks to rapid technological advancement, a favorable regulatory environment, public demand and economic feasibility. “The coordinated effort to track, reduce and eliminate global emissions alongside the outpaced technological advancements of renewable energy are key factors driving the Renewable Energy Super Cycle,” explains Cerasoli.
This multi-generational clean energy mega trend is predicted to add 900,000 jobs to the energy sector in the next decade, reduce associated health care costs and lower the demand for coal, thus reducing carbon emissions globally. Trillions of dollars of investments, globally, are expected to flow in order in order to achieve the necessary emissions reduction targets.
The Eagle Global Renewables Income SMA seeks to participate in this super cycle through a concentrated portfolio of equity investments in renewable infrastructure companies. These companies own and operate renewables infrastructure assets like wind, solar, and hydro. Backed by long-term contracts, these critical assets generate significant income (currently 3.6%) while offering investors more stability than most other renewables investment strategies.
Eagle Global is a Houston-based investment manager specializing in energy infrastructure and renewables infrastructure. Eagle Global is 100% employee owned and serves a variety of investor goals.
To learn more, register & watch Eagle Global’s webcast: Income Investing with Impact.
- Eagle Global experts will discuss The “Renewable Energy Super Cycle” and its key drivers:
- A coordinated global effort to track, reduce, and eliminate emissions
- Cost competitiveness and technological advancement of renewables that is outpacing traditional energy