Tim Casaletto
Global Industry Analyst
Boston

Insights By Tim Casaletto

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Unique Perspectives Carbon emissions Energy ActiveViews Net zero Climate tech Alternatives Long-short Article
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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.

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By

Alan Hsu

Tim Casaletto

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Article
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Inflation Interest rates Commodities Consumer discretionary Energy Industrials Real estate Materials Utilities Americas Innovation Monetary policy Article
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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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Multiple authors

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Article
2023-07-31
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Outlook EM equity Energy Utilities Health care Macro and market Thematic exposure Factors ESG Disruption
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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
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Multiple authors

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2023-01-27
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