Tim Casaletto
Global Industry Analyst
Boston

Insights By Tim Casaletto

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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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Event replay
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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Tom Levering

Tim Casaletto

event
Article
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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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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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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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Future Themes Sustainable investing Opportunities and risks Global Industry Research Fundamental equity Equity Fixed income Article Climate ESG
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Water: Priced for imperfection
Water scarcity could have profound humanitarian and economic consequences. Members of our Future Themes research team share insights from their work, including why they believe water is woefully underpriced and how investors can effectively gain exposure to this important theme.
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Multiple authors

event
Article
2022-05-31
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