menu
search
Skip to main content

Energy

Showing 10 of 22 Insights Posts
1546789565
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating AI resource demands: Strategies for sustainable data center operations

AI's growing computational demands are raising critical questions about energy efficiency and water-resource management. We delve into strategies for enhancing sustainable data center operations, highlighting the importance of proactive resource stewardship.

Continue reading
event October 2024
10 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97970762
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

Continue reading
event October 2024
2 min
Article
2025-10-02
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1482801648
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: advancing the next generation of energy

The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity. 

Continue reading
event April 2024
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202319290
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: evolving the current generation of energy

The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan. 

Continue reading
event April 2024
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1413013963
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

Continue reading
event December 2023
Article
2024-12-11
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1448705361
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event September 2023
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Alan-Hsu-3587-720x660
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

Continue reading
event March 2023
Article
2024-03-24
Archived info
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.

Russia/Ukraine: One year in with no end in sight

Geopolitical Strategist Thomas Mucha analyzes the impacts of the Russia/Ukraine conflict one year in and identifies potential longer-term effects.

Continue reading
event February 2023
Quick Take
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
night city view
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How to invest amidst a still unfolding energy crisis?

In this ActiveViews webcast, senior climate – and energy – focused professionals explore the still unfolding energy crisis in Europe and the associated challenges and opportunities for investors. 

Continue reading
event January 2023
Event replay
2024-02-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Floods
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event January 2023
Whitepaper
2023-10-03
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.