ETFs TAN and FAN: what is your opinion on the quality of the constituents in both products? I do believe going forward this be a huge trend. but how many companies will make it to the other end? thanks very much for educating us in these turbulent times!
Thank you for your kind words and this question which may be of interest to other subscribers. The renewables or alternative energy sector was a clear outperformer into the beginning of March but quickly played catch up with the wider market during a panicky period two weeks ago. I believe it is certainly worthwhile to ask whether the factors which contributed to earlier outperformance are still relevant following what are in some cases declines in the order of 50%.Click HERE to subscribe to Fuller Treacy Money Back to top