In our latest Investment Perspectives article, “Portfolio Protection and Taking Advantage of Disruption in the Power Sector,” we discuss how during periods of heightened volatility and greater uncertainty over macroeconomic conditions, long-term investors place a premium on stable, uncorrelated returns that can help protect their overall portfolios. Well-structured equity investments in renewable power projects that have long-term, fixed price power purchase agreements (“PPAs”) with creditworthy offtakers can offer investors protection from macroeconomic shocks and commodity price fluctuations.
