First Solar

Enphase Energy

Nextracker Inc - Ordinary Shares - Class A

Ormat Technologies

Clearway Energy

Brookfield Renewable Partners

VEREIT

Avangrid

Sunrun

Plug Power

iShares Global Clean Energy ETF

ICLN tracks a tiered index of global companies involved in clean energy businesses.

ALPS Clean Energy ETF

Amplify Lithium & Battery Technology ETF

SPDR S&P Kensho Clean Power ETF

Optica Rare Earth & Critical Materials ETF

Global X CleanTech ETF

Proshares S&P Kensho Cleantech ETF

Global X Funds-Global X Disruptive Materials Etf

Fidelity Clean Energy ETF

VanEck Green Metals ETF

Defiance Next Gen H2 ETF

Direxion Hydrogen ETF

Global X Hydrogen ETF

Global X Lithium & Battery Tech ETF

Invesco Global Clean Energy Portfolio

First Trust NASDAQ Clean Edge Green Energy Index Fund

Global X Solar ETF

VanEck Rare Earth/Strategic Metals ETF

Global X Renewable Energy Producers ETF

Trueshares Eagle Global Renewable Energy Income ETF

VanEck Low Carbon Energy ETF

Invesco Solar ETF

Volcon

WisdomTree Battery Value Chain and Innovation Fund

Global X Wind Energy ETF

Invesco MSCI Sustainable Future ETF

Investors who piled into clean energy themes the last few years are experiencing some performance pain this year, as we appear to be experiencing a detour on the road to the clean energy transition. Related themes have been hard hit this year due to a confluence of events.

A Detour on the Road to the Clean Energy Transition

BHP Billiton

NexGen Energy

Undervalued renewable energy stocks are struggling. Companies are canceling projects as prices spiral out of control.

The 3 Most Undervalued Renewable Energy Stocks to Buy in February 2024

iShares Global Clean Energy ETF has underperformed its peers and is down 70% since its inception. The index construction of ICLN includes emerging market utilities, adding regulatory, political, and currency risk. Despite the challenges, the portfolio has a potential upside of 31% by 2024, with revenue and EPS growth estimates supporting this.

ICLN: Keep Searching

iShares Global Clean Energy ETF is a popular investment option for those interested in clean energy companies. However, the long-term performance of ICLN is disappointing, to put it mildly. I anticipate challenges for the sector to persist in the near term. Therefore, I recommend staying away from investing in ICLN.

ICLN: Too Many Risks With A Disappointing Performance

ARK Innovation ETF

Invesco China Technology ETF

KraneShares CSI China Internet ETF

Invesco Golden Dragon China ETF

Amplify Junior Silver Miners ETF

Yieldmax Tsla Option Income Etf

While the megacap technology names once again drove the U.S. stock market to solid monthly gains to kick off 2024, some of the last year's stock laggards continued to struggle.

Record January stock-market rally left these ETFs behind. Few are set to bounce.

Albemarle

Enbridge

NextEra Energy

Use weakness in some of the hottest green stocks as an opportunity. According to Grand View Research, the global renewable energy market's value could reach $1.21 trillion due to a global shift towards low-carbon fuels and stricter environmental regulations.

The 7 Hottest Green Stocks to Watch in 2024

Interest rates have a major impact on capital-intensive investments like renewables. The Invesco Solar ETF and Global Clean Energy ETF are excellent ways to invest in renewable energy.

There's Only One Megatrend I Like More Than AI in 2024

LanzaTech Global Inc

ON Semiconductor

ON Semiconductor's management is refocusing the company on growth industries. LanzaTech is a pioneer in developing solutions for recycling carbon emissions.

3 Red Hot Megatrends to Invest in for 2024

Chevron

SolarEdge Technologies

Exxon Mobil

The energy sector is drastically underperforming the S&P 500 in 2023. But the sell-off in renewable energy stocks is even worse.

Can Renewable Energy and Oil and Gas Stocks Rebound in 2024?

Alerian MLP ETF

ARK Genomic Revolution Multi-Sector ETF

VanEck Vectors Biotech ETF

SPDR Bloomberg 1-3 Month T-Bill ETF

PIMCO Active Bond ETF

Amplify Seymour Cannabis ETF

Global X Autonomous & Electric Vehicles ETF

Alerian Energy Infrastructure ETF

First Trust Global Wind Energy ETF

Global X Genomics & Biotechnology ETF

iShares Core High Dividend ETF

iShares Nasdaq Biotechnology ETF

iShares Core S&P Small Cap ETF

iShares U.S. Home Construction ETF

iShares Russell 2000 ETF

Adasina Social Justice All Cap Global ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

KraneShares Global Carbon ETF

PIMCO Enhanced Short Maturity Active ETF

Invesco Dynamic Building & Construction ETF

Invesco S&P 500 Equal Weight ETF

Good morning, VettaFi Voices! We are a week out from the VettaFi 2024 Market Outlook Symposium on December 14, which will feature a range of ETF industry leaders discussing their expectations for different areas of the financial markets and the economy in 2024.

VettaFi Voices On: The Outlook for 2024

Agree Realty

American Electric Power Company

Alexandria Real Estate Equities

Hannon Armstrong Sustainable Infrastructure Capital

Mid-America Apartment Communities

Roundhill Magnificent Seven ETF

Simon Property Group

SPDR S&P 500 ETF Trust

TotalEnergies SE

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

Cash levels in money market funds have surged over the past year despite the S&P 500's strong performance, indicating investors' conservative approach. As interest rates decrease, rate-sensitive sectors such as real estate, utilities, and renewable energy should enjoy a relief rally. Now is the time to deploy investable cash into dividend stocks in these rate-sensitive sectors, as they are likely to produce rising income streams while money markets see falling payouts.

Now Is The Time To Deploy Your Cash

Clean energy ETFs are a long-term play, with the current environment offering a good entry point for buy-and-hold investors. Despite a very constructive policy background, clean energy ETFs have struggled in 2023.

Clean Energy ETFs Remain a Compelling Long-Term Play

The outcome of upcoming elections in major countries will significantly impact clean energy policies and investments globally. The current electrical grid is insufficient to meet the demand for clean energy, and upgrading the infrastructure is hindered by regulatory issues. The ETF's holdings are under plenty of pressure right now, but I'm looking ahead to a market overreaction. That's why it makes my watchlist.

ICLN: Wrong Place, Wrong Time, But Not Forever

iShares Global Energy ETF

VanEck Vectors Oil Services ETF

Vanguard Energy ETF

Energy Select Sector SPDR Fund

SPDR S&P Oil & Gas Exploration & Production ETF

After staying above $80 per barrel for past few weeks (and even crossing the $90-mark in late September), oil prices declined below the $80 per barrel mark for the first time in over two months.

What Lies Ahead for Oil & Energy ETFs in the Near Term?

As advisors consider tax-loss harvesting, clean energy ETFs are a good place to start. With clean energy ETFs down significantly year to date, advisors can sell out of clients' current positions to harvest losses and enhance exposure to the space.

Tax-Loss Harvesting? Start With Clean Energy ETFs

Clean energy stocks are some of the worst performing stocks this year, as high interest rates choke growth. The S&P Global Clean Energy ETF is down 34% year-to-date and companies like SolarEdge are down 70%.

Clean energy is the future, but stocks aren't acting like it. Here's why.

iShares Core U.S. Aggregate Bond ETF

iShares MSCI Saudi Arabia ETF

SPDR S&P North American Natural Resources ETF

iShares Mortgage Real Estate ETF

iShares 20+ Year Treasury Bond ETF

Global X Uranium ETF

United States Oil Fund LP

SPDR S&P Homebuilders ETF

Hello! This week's ETF Wrap digs into where investors put their money in October, and how November is shaping up in markets after the Federal Reserve's decision on interest rates.

Short-term bonds dominate fixed-income ETF flows again in October — with a single fund getting outsize portion of investors' money

First Solar beat bottom-line estimates but missed the same for revenues. It lifted the earnings per share guidance.

First Solar Beats on Q3 Earnings, Shares Spike: ETFs to Gain

iShares U.S. Oil Equipment & Services ETF

Invesco Dynamic Oil & Gas Services ETF

SPDR S&P Oil & Gas Equipment & Services ETF

Energy companies are usually segmented based on their operations: Upstream, Midstream, Downstream, Integrated Oil & Gas Companies and Renewable Energy.

Guide to Energy Equities ETF Investing

VanEck Vectors Oil Refiners ETF

US Global Jets ETF

SPDR S&P Retail ETF

Oil prices jumped more than 4% on Oct 9, 2023 due to the Israel-Hamas conflict.

Oil Soars On Israel-Hamas Conflict: Sector ETFs to Gain/Lose

The world is shifting toward lower-carbon energy sources, which will likely require decades of investment. If you are looking at clean energy, how do you decide which technologies will be winners?

You Don't Have to Pick a Winner in Clean Energy

Oil futures touched a fresh 2023 high on Wednesday. Oil prices may hit $100/bbl soon.

Oil to Touch $100 Soon? Sector ETFs to Benefit/Lose

Climate change used to be a space in which businesses were excited to get involved. But nowadays, many executives tell me they're afraid of being branded “greenwashers.

The new obstacle to climate innovation: activists

Oil analysts forecast a sustain rally in the liquid commodity price may lead it to the $100-level by the end of this year.

Oil to Hit $100 Soon? Sector ETFs to Benefit/Lose

Innovator S&P 500 Buffer ETF - September

Invesco S&P Emerging Markets Low Volatility ETF

iShares Edge MSCI Min Vol Emerging Markets ETF

The Goldman Sachs Future Planet Equity ETF

KPOP and Korean Entertainment ETF

Global X AgTech & Food Innovation ETF

Neuberger Berman Carbon Transition Infrastructure ETF

American Century U.S. Quality Growth ETF

Tema American Reshoring ETF

ALPS Sector Dividend Dogs ETF

AllianzIM US Large Cap Buffer20 Sep ETF

Invesco S&P 500 Low Volatility ETF

Engine No 1 Transform Supply Chain ETF

iShares Edge MSCI Min Vol USA ETF

Greetings, VettaFi Voices! In recent months, we've talked about a lot of different issues, from the micro to the macro, but let's go REALLY big picture this week.

VettaFi Voices On: The Biggest Threat to the Global Economy

News for iShares Global Clean Energy ETF ETF (ICLN)