A portfolio manager who’s crushing the S&P 500 breaks down why renewable energy stocks are poised to defy the bear market and win in the long run — and shares his 8 top picks

After a decade of underwhelming returns, commodities have taken a tumultuous journey to the stock market’s top.

Energy stocks sold off earlier in June, betraying Wall Street’s fears of an impending recession alongside escalating regulatory and geopolitical risks. But now, as commodities rally once again, Michel Sznajer stresses that investors shouldn’t overlook one very important portion of the sector: renewables.