Finland, Intermediary
Change
Insights By Tim Casaletto
Showing
of
Insights Posts
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.
Article
2024-03-24
Eyes on Ukraine: Europe's energy crisis
The war continues to exacerbate the twin crises of energy availability and affordability. We explore how the situation may take shape from here.
Continue reading
25:30
min
Podcast
When “E” and “S” collide: Russia/Ukraine and the challenging ESG dynamics of the green energy transition
The war in Ukraine has roiled commodities markets, highlighted fossil fuel dependence, and accelerated the low-carbon transition. It has also exacerbated inflation and global geopolitical risks. Host Thomas Mucha welcomes Commodities Portfolio Manager David Chang and Global Industry Analyst Tim Casaletto to discuss these interrelated dynamics and the challenges they pose for ESG investing and analysis.
Continue reading
37:28
min
Podcast
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
Continue reading
2023-01-27
URL References
Related Insights