It’s officially December, which means we’re less than one month from 2025. And it’s never too early to start looking ahead at some of the themes that will shape the investment landscape in the new year.

One such investment that is often viewed through a political – and at times controversial – lens is renewable energy…

President-elect Donald Trump’s victory has most people believing that the government incentives backing renewable energy will be lowered over the next four years – which will result in the sector’s underperformance in 2025 and beyond.

That may be true for some companies in the sector. But it won’t hold true for all.

Whether or not we’ll see less funding, there’s no question that renewable energy will remain a high-growth investment opportunity. But the key to successfully investing in this space will be stock selection.

The chart below shows the estimated growth of solar power over the next decade. It’s not as impressive as it has been over the past decade. But the market is still estimated to nearly double by 2034 – and that will create investment opportunities.

So on today’s video update, I take a look at several stocks with the potential to lead the renewable energy sector higher in 2025 and beyond.

Here’s to the future,

Matt McCallEditor, Market Insights