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Q: Greetings 5i.

I would like your view on the following. Would you prefer to buy a basket of power utilities (FTS/H/AQN etc) to create a hybrid ETF for sector exposure? (if so, can you provide a list of your favorites?) Or is it worth the mer to buy an ETF that has most of them embedded within? In which case, which ETF would you recommend?

Many thanks for your help.

Read Answer Asked by Arthur on July 06, 2021

Q: After environmental calamities in California and Texas I often think about the financial risk that infrastructure projects have from climate change. In California this seems to be a perennial risk that will return and is predictable, but Texas' cold snap was a good warning that they can happen anywhere.
I also seem to recall that utilities had to swallow some poorly organized derivative risk during the 2008 financial crisis.
Finally: the Biden government appears quite aggressive with its intention to eliminate all GHG related power production.
My question is: for a business that operates with high leverage and large scale projects that are slow to change and long to pay off, and high sensitivity to climatic shock, are these risks reasonably accounted for in their current pricing; is diversification a suitable means of diluting risk (across the sector), and finally are there more US or international choices such as ETFs that you would recommend over a Canadian centric etf (appreciating that the Canadian companies are somewhat international)?

thank you,
Peter

Read Answer Asked by Peter on March 30, 2021
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