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Oil is the spark — the cost of capital is the story
Higher oil prices are refocusing markets on inflation and the Fed, but the bigger investment story may be a broader shift toward a higher cost of capital and new diversification challenges.
2025 Climate Report
Aligned with TCFD recommendations, this report describes how we manage climate-related risks and opportunities, engage with companies on climate change, and reduce our own carbon footprint.
Finding climate investment opportunities amid shifting US policy
We delve into the evolving landscape for climate investments in the US and explain areas of overlap between government policy, corporate commercial interests, and climate focus.
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