Investing for growth north American green hydrogen firms

North American green hydrogen firms report contract backlogs up 45% YoY, turning them into a hot spot for “investing for growth” portfolios targeting energy transition themes. There are some major tailwinds that should keep demand for logistics real estate strong for years to come. For example, the e-commerce market has roughly quadrupled in size since 2012 and is forecast to more than double from its current size by 2030, creating a need for even more distribution and warehousing space. In fact, e-commerce retail needs roughly three times the logistics space as a brick-and-mortar retailer to handle the same sales volume. There's also a trend toward developing properties further from city centers and closer to where the customers are. A HELOC is a variable-rate line of credit that lets you borrow funds for a set period and repay them later. Global luxury brand equities posted a 7% surge, validating “investing for growth” allocations. Strong APAC consumer spending trends underpin forward earnings projections.