United StatesRecent Posts
Transforming Europe’s energy market: harnessing the potential of decentralised generation
The compelling economics of technologies that include rooftop solar and battery storage support opportunities for selective private market investments in affordable, clean and forward-looking solutions for energy consumers
Systematic investing at Impax
Solar ABS: all doom and gloom?
The US residential solar market faces serious challenges amid elevated interest rates, rising loan delinquencies and the removal of tax incentives. Credit investors must be highly selective in this context.
The collapse in US corporate labelled bond issuance
Looking beyond the label can enable investors to pursue the diversification and transparency that impact bonds can offer, even as corporate America abandons them
Inference in industrials: enhancing efficiency through AI adoption
The growing inference capabilities of AI models can enhance business-critical software used by companies to analyse data, automate workflows and optimise processes
Takeover opportunities in the renewables market
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors