Enduring assets program

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Carbon emissions Energy Utilities Equity Thematic exposure Enduring assets program Global Industry Research Article
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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.

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Article
2024-09-30
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Equity Energy Utilities Enduring assets program 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

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Article
2023-12-31
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transformative energy infrastructure
Europe Energy Carbon emissions Enduring assets program 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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