Utilities

Showing of Insights Posts
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
Article
2024-09-30
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
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
Whitepaper
2023-10-03
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1354581999
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2023-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Turbines Lignite Power
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Actively supporting the decarbonisation of utilities

Why actively supporting the decarbonisation of utilities offers the potential for better long-term outcomes from both a net-zero and value-creation perspective.

Continue reading
event
Article
2023-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
transformative energy infrastructure
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event
Article
2023-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
683756261
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading
event
Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1222796199
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How behavioural finance analysis can help unearth hidden sustainability potential
Equity Portfolio Manager Tom Horsey shares his insights in how behavioural finance analysis can help unearth hidden sustainability potential.
Continue reading
event
Article
2023-04-30
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.
The full climate-investing opportunity
From devastating floods in Australia — tragically, in many of the same areas hit by fires in recent years — to wildfires in Europe and the US, widespread disasters bring into stark reality the consequences today of a changing climate. The human toll of these events has become an unfortunate yet familiar part of the news cycle, but the second-order impacts of climate change on financial markets are sometimes less well understood. Many traditional approaches to climate investing have rightly focused on these risks, but we believe both their approach and their scope are often incomplete and lacking nuance, thereby creating inefficiencies in the climate-investing landscape.
Continue reading
event
Quick Take
2023-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
mitigating-drawdowns-with-listed-infrastucture-1306694638-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mitigating drawdowns with listed infrastructure
As markets enter a potentially more volatile phase, Tom Levering and Ken Baumgartner explore whether targeted exposure to listed infrastructure could help mitigate drawdowns.
Continue reading
event
Article
2023-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1014107498
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Effective exposure to secular trends through listed infrastructure
How an allocation to select listed infrastructure companies can offer investors long-term exposure to secular trends such as decarbonisation.
Continue reading
event
Article
2023-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
884018786
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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
event
2023-01-27
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
615763460
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Power move: Why electric utilities may be the key to the energy transition

As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.  

Continue reading
event
Whitepaper
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.