September 2023 Sustainable Investment Update
From new climate disclosure rules in California to an abrupt “pragmatic” net zero policy pivot in the UK, September was a busy month on the ESG front. This month, we also break down the Utilities sector’s underperformance in 2023 and provide insight...
August 2023 Sustainable Investment Update
In just 12 months, the Inflation Reduction Act (IRA) has meaningfully disrupted traditional capex spending and labor markets in the U.S. and abroad as manufacturers seek to take advantage of the bill’s generous incentives. From 85,000 new clean energy jobs across the...
July 2023 Sustainable Investment Update
July was characterized by rising temperatures across the globe and rising tensions in Congress over how ESG is being used/misused by investment managers. On climate, a recent study found that 81% of the global population experienced unusually high heat last month, a...
June 2023 Sustainable Investment Update
Investors have been bullish on artificial intelligence (AI) technology and its potential to drive productivity growth. This month, we evaluate some of the ESG concerns that surround AI, which are essential to solve in order for companies, investors, and governments to capture...
May 2023 Sustainable Investment Update
In this month’s Sustainable Investment Update, we highlight multiple regulatory trends with the potential to impact the clean energy, banking, and semiconductor industries. As the U.S. solar industry matures, the conflict between sourcing cheap parts abroad and protecting national security interests has...
April 2023 Sustainable Investment Update
With earnings season well underway, companies are providing more (and new) details around how climate-related policy incentives are factoring into their strategic and capex planning. These incentives, which have also been the focus of some debt ceiling negotiations, will positively impact both...
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