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Insights By Tom Levering
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The future of investment research
Head of Investment Research Mary Pryshlak joins host Thomas Mucha to discuss the evolution of research in the asset management industry amid shifting market, technological, and geopolitical environments.
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22:15
min
Podcast
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.
Article
2024-09-30
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.
Article
2023-12-31
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.
Article
2023-11-30
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?
Article
2023-10-31
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
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.
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Article
2023-02-28
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.
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Article
2023-01-31
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.
Whitepaper
2024-09-30
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