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  5. BEP.UN: Do you think it's a good time to buy renewable energy or wait? [Brookfield Renewable Partners L.P.]
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Investment Q&A

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Q: Do you think it's a good time to buy renewable energy or wait? For summer to end? For the recession to start? Can you give me list of your top 2 picks in the sector for both CDN and US markets over the next five years?
Asked by Graeme on June 01, 2023
5i Research Answer:

We think renewable energy has been over-pressured due to its long-duration nature and rising interest rates. We think utilities can do okay from here. We believe a staggered approach would make sense here, with building a position over time. Some of the names we like are: CDN: BEP.UN, NPI, and US: NEE and FSLR. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in FSLR.