Energy

Showing of Insights Posts
97970762
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What’s next after Iran’s missile attack on Israel?

Geopolitical Strategist Thomas Mucha shares his analysis of the latest escalation in the Middle East conflict, including his thoughts on a wider regional war and the market implications.

Continue reading
event
2 min
Article
2025-10-02
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1202319290
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: evolving the current generation of energy

The energy transition is taking place amid a greater focus on energy security and affordability. What could this mean for the role of traditional energy companies, ask Keith White Daouii Abouchere and Megan Galligan. 

Continue reading
event
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1482801648
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Thematic investing focus: the next generation of energy

The decarbonisation process represents the biggest capital cycle in our lifetime. As we develop the next generation of energy, Keith White, Daouii Abouchere and Megan Galligan examine how thematic investors can make the most of this structural opportunity. 

Continue reading
event
11 min
Article
2025-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1413013963
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Look past the cycle: The surprising total return potential of natural resources and commodities

Portfolio manager Nick Petrucelli explains the cyclical, structural, and macro tailwinds behind this opportunity.

Continue reading
event
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Unique-Perspectives-Alan-Hsu-3587-720x660
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event
Article
2024-03-31
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.

Russia/Ukraine: One year in with no end in sight

Geopolitical Strategist Thomas Mucha analyzes the impacts of the Russia/Ukraine conflict one year in and identifies potential longer-term effects.

Continue reading
event
Quick Take
2024-02-29
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.
2023 Global Economic Outlook
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Commodities outlook: Near-term uncertainties; long-term opportunities

Members of our Commodities Team describe the micro and macro, cyclical and structural tensions that we expect to drive the asset class in 2023.

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.
Wind mills on river bank
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wind at their backs: What the IRA means for clean energy industries

Members of our energy and utilities teams break down the range of impacts of the US Inflation Reduction Act on companies in their sectors.

Continue reading
event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1415217205
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
A lesson in climate resilience: Why China’s recent heat wave wasn’t worse
See why Hong Kong-based Macro Strategist Santiago Millán believes China's investments in climate resilience can be a lesson for the rest of the world.
Continue reading
event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
hero_unique_perspectives_juhi-720-484
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Germany: Reducing Russian energy dependence in a hurry
Macro Strategist Juhi Dhawan sees Germany continuing to embrace the transition to renewables while also working to diversify its sources of fossil fuels.
Continue reading
event
Quick Take
2022-12-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
electric car charging point
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
The Inflation Reduction Act: A big deal for the US economy
US Macro Strategist Juhi Dhawan considers the economic implications of the climate- and energy-related spending provisions in the IRA, including the potential for higher productivity.
Continue reading
event
Article
2023-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
windmill in sunflower farm
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Enhancing corporate sustainability: About our innovative virtual power purchase agreement
Learn about Wellington's groundbreaking renewable energy initiative, projected to match 100% of our US corporate and US employees’ home electricity usage with wind energy.
Continue reading
event
Article
2023-08-31
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.
How the Russia/Ukraine conflict has galvanized the West
Geopolitical Strategist Thomas Mucha provides his latest insights on the Russia/Ukraine conflict, particularly with regard to its significant and potentially enduring impact on US/EU relations.
Continue reading
event
Quick Take
2022-08-30
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.
insight-russias-invasion-of-ukraine-105675781-1500x410
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How will Russia’s invasion of Ukraine transform the euro area? Four potential paths
As the tragedy in Ukraine unfolds, Macro Strategist John Butler assesses possible implications of the conflict for Europe and the euro area. He outlines four potential paths.
Continue reading
event
Article
2022-06-30
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.
1318627653
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
Continue reading
event
Article
2022-12-31
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.