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Insights By Ken Baumgartner
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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.
Article
2024-09-30
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
How a diversified approach to climate return opportunities can support decarbonisation goals
Joy Perry and Ken Baumgartner explore how a diversified approach to climate return opportunities can support decarbonisation goals.
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Article
2022-09-30
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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