Tim Casaletto
Global Industry Analyst
Boston

Insights By Tim Casaletto

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Unique Perspectives Carbon emissions Energy ActiveViews Net zero Climate tech Alternatives Long-short Article
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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.

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By

Alan Hsu

Tim Casaletto

event
Article
2024-03-31
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night city view
Europe Energy Utilities ActiveViews Volatility Climate Geopolitical Carbon emissions Industrials Event replay
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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. 

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Multiple authors

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Event replay
2024-02-29
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Equity Energy Utilities Enduring Assets Macro and market Telecom Fundamental equity Global Industry Research Distribution Article
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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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By

Tom Levering

Tim Casaletto

event
Article
2023-12-31
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transformative energy infrastructure
Europe Energy Carbon emissions Enduring Assets Macro and market Utilities Equity Distribution Article
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Transformative times for European energy infrastructure

Europe’s current energy supply crisis creates a significant tailwind for the European utility sector, but where are the investment opportunities?

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By

Tom Levering

Tim Casaletto

event
Article
2023-10-31
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683756261
Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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Mid-2022 Inflation Outlook
We explore the current inflation environment's significant impacts on asset markets, anticipated relief in supply-chain pressures, and opportunities in commodities and enduring assets.
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Multiple authors

event
Article
2023-07-31
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Health care Thematic exposure Macro and market Energy Utilities Factors Outlook EM equity ESG Disruption
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2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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event
2023-01-27
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