As the long-term transition towards renewable energy continues apace, we see a sunny outlook this year for solar energy companies, as well as onshore wind and energy storage.
- The transition to a world powered by renewable energy is a long-term investment opportunity for the next 30 years and beyond.
- For 2020, we see opportunities in solar, onshore wind and energy storage as these markets recover from weakness in 2019.
- It may be the final year of subsidies in certain sectors and geographies but this could be a long-term positive as distortions are removed.
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