Global Energy Transformation
This is an investment structured to benefit from potential dispersion between Green Energy and Traditional Energy (Oil and Gas) US listed companies.
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Global Energy vs Traditional Energy
It doesn’t matter if these stocks go up or down – what we expect is that for a range of reasons a basket of Green Energy-based companies will outperform a basket of Traditional Energy (Oil and Gas) companies, or vice versa.
Whether you believe that the Green Energy sector will continue its meteoric rise, or Traditional Energy (Oil and Gas) will turn around from its current bear market trend, this dispersion investment is designed to perform in either scenario including if another significant market correction occurs over the next 18 months.
Investment
Highlights
- The rationale behind the investment is to capitalise from the divergence in returns that is expected from Green Energy and Traditional Energy companies.
- The basket includes 10 US listed companies that have previously illustrated high dispersion and low correlation levels.
- The investment offers capped downside risk and uncapped earning potential on the upside.
- Designed to benefit from volatility in the markets which is often caused by market uncertainty.
- Why DispersionSimilar investments targeting dispersion have been well received by those investors looking for something different from their current portfolio makeup, with capped downside risk and uncapped earning potential. This dispersion opportunity is also structured to perform even if the overall market falls.
- Why DispersionThe Biden administration is forecast to contribute $400 billion into green energy over the next 10 years, which can shake up the energy market in unpredictable ways. If you can’t be certain on the future, why not bet on uncertainty?
- Why DispersionMany Green Energy-exposed stocks saw rapid growth in 2020, with cleantech indexes rallying over 200%. Whether you believe that the Green Energy sector will continue its meteoric rise, or Traditional Energy (Oil and Gas) will continue to underperform, the dispersion between the two energy types allows the investment to perform.
Investor Presentation
Request Offer Docs
By clicking submit, I agree to the terms of the Reach Markets Financial Services Guide that includes the Privacy Statement. Reach Markets are the advisors assisting with the management of this offer and may receive fees depending on whether an offer is taken up by investors.