26 Apr 2021
Quo vadis, cleantech investors?
By Staff Writer
Renewed global commitment to the environment has ignited much investment chatter, driving stocks in the cleantech and renewables space to ultra-high valuations. However, investors seeking long-term alpha (beating an index) or just positive returns should proceed warily given the valuation risks in this sector, says Brian Arcese, Portfolio Manager: Foord Asset Management, Singapore.