Our Research team produces in-depth thematic and sector reports, connecting environmental, social and governance issues with industry and equity market analysis to identify investment opportunities and risks at the sector level. Our equity strategy work informs our asset allocation decisions, and we use our thematic work to engage asset managers in an ongoing dialogue on critical investment issues.
February 10, 2016
Supreme Court Ruling Highlights Clean Power Plan's Potential
In our July 2015 report Scenario: What if Electricity Prices Fell? , we outlined how radical changes in the US electricity market, including the then-draft Clean Power Plan (CPP) rule, could result in falling…
February 1, 2016
Tracking our Thesis on Nutritional Feed Additives
Interest in alternative nutritional feed additives is growing. As we discussed in our October 5, 2015 report Antibiotics and Animal Health: Value-Chain Implications in the US , a confluence of regulatory…
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