Purpose Investments Portfolio Manager Nicholas Mersch spoke to Proactive on his outlook, based on a report he has compiled with HANetf, for the clean energy and enterprise software market. Mersch says while there has been a rapid tech sell-off, the fundamentals of some of these businesses have drastically improved, citing Microsoft's earnings in its last few quarters. Mersch further explains why he believes on a fundamental basis, the picture for renewables remains incredibly strong as well.
Purpose Investments PM says 'fundamentals remain strong' for clean energy and enterprise software