October 2024 Sustainable Investment Update
Earlier this year, President Biden paused approvals of new liquefied natural gas (LNG) export developments as the administration sought to better understand the related economic and environmental impacts. Since then, conflicting findings have been published, leading to more questions about whether LNG...
September 2024 Sustainable Investment Update
With the Fed rate decision in the rear view, capital markets have refocused their attention on understanding the potential outcomes of the 2024 Presidential Election – now just five weeks away. Chief among the election risks is the potential for escalating trade...
August 2024 Sustainable Investment Update
This month, we explore the pressing question of how global economies will pay for costly clean technology as the energy transition unfolds. To compete with China’s low labor costs, developed economies such as the U.S. and European Union are imposing tariffs on...
July 2024 Sustainable Investment Update
With less than four months until Election Day, pundits and strategists are weighing how a Harris or Trump presidency might impact fiscal policy and financial markets. Though much of the focus has centered around issues where the candidates have clearly different views,...
June 2024 Sustainable Investment Update
As summer temperatures rise, so too are political tensions as national elections begin across several major regions. Recent results in the U.K. and Eurozone have been dubbed “climate wins” though gridlock will surely slow progress. This month, we also share initial reactions...
May 2024 Sustainable Investment Update
In response to fierce competition between domestic and Chinese clean energy industries, the White House announced sweeping tariffs on imports such as solar cells, electric vehicles, and batteries. We examine the implications of these tariffs and the state of global collaboration for...
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