Utilities

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Power hungry: Why the energy transition may depend on storage and flexibility

See why our utilities experts see demand for large-scale batteries and flexible-power generation growing more than consensus.

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Article
2024-09-30
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Floods
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Building climate resilience: Toward a practical corporate framework

The need for systemic climate change resilience is becoming clear. We present a practical framework to help companies enhance resilience in their own operations.

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Whitepaper
2023-10-03
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What’s next for infrastructure? 

Portfolio Manager Tom Levering and Global Industry Analyst Tim Casaletto explore the outlook for infrastructure assets in 2023 across each of the key areas.

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Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The full climate-investing opportunity
From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.
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Quick Take
2023-04-30
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615763460
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Power move: Why electric utilities may be the key to the energy transition

As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.  

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Whitepaper
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.