iClima Earth brings to market another unique equity index, this time providing exposure to companies promoting the decentralisation of energy generation.  Distributed renewable generation is the ecosystem that allows green energy to be created and managed close to the point of use, for example at home.  iClima Distributed Renewable Energy Index_March_28_2021

Distributed Renewable Energy involves converging decarbonising technologies and includes residential solar panels, energy storage, smart meters, vehicle-to-grid energy (‘V2G’), electric vehicle charging, smart inverters, and software solutions that leverage Artificial Intelligence (AI) to manage the system. Coupled with energy storage solutions, they can bring a variety of benefits to the system: frequency control, demand response, mitigate the overload of dated transmission lines, support continuous balancing of the electricity supply, and increase the overall reliability. Currently representing 50 companies in equal weight, the index rebalances semi-annually and is calculated and published by Solactive AG.

Other posts

Thoughts From The Divide: Reversals of Fortune

BY JON WEBB
Last week’s TFTD (“Not Too Hot, Not Too Cold”) referenced Goldilocks to illustrate the tightrope US markets were walking: an economy slow enough to keep bond bulls happy, but not so slow as might spook equity bulls. This week, we continue the bear theme, courtesy of Ernie Tedeschi, and what might be taken as a public service announcement from the BLS, reminding both policymakers and the investing public of the dangers associated with “rear-view mirror driving”. The BLS benchmark revision is usually too wonky to attract press attention. But this is an election year, so naturally the BLS misplacing 818k jobs was an irresistible opportunity for conspiracy theorizing on the platform formerly called “Twitter”. Read more →

Whither US Treasuries?

BY JON WEBB
US growth dynamics remain stronger than many expected. The Federal Reserve seem hell bent on cutting rates but are getting cold comfort from recent data releases, however they attempt to spin it. Recent “off-message” comments from Fed officials underline that risk. If we continue in this vein, expect US rates to ratchet higher and bonds to remain vulnerable. Read more →

NDR Dynamic Allocation Strategy February 2025 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
Back to all posts →