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Plugging the gaps in EV charging infrastructure
Sustained adoption of electric vehicles in Europe supports selective opportunities for private markets investors in charging assets.
It’s the economy, stupid: capturing the potential of climate-related investment opportunities
Consensus on climate action might have frayed, but progress in the real economy highlights the opportunity set for rational investors focused on climate-related risks and opportunities
Climate transition plans: a blueprint for corporate resilience
Company climate disclosures need to be forward-looking, flexible and focus on adaptation and resilience to be decision-useful for investors
Quant meets credit: enhancing fundamental analysis through systematic screening
Quantitative tools are no substitute for nuanced credit analysis, but combining the two can unlock higher risk-adjusted returns, research indicates
Technology holds the key to a less resource-intensive economy
Given their potential to transform the global economy, we believe that investors in environmental markets should pay attention to companies enabling advances in AI
Tilting EAFE portfolios towards growth
How a systematic approach to correcting international equities’ underweight to fast-growing sectors could boost long-term investment returns