Tag: carbon

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Leave a comment EU Carbon Plan and US Infrastructure: tied at the border? Leave a comment

EU Carbon Plan and US Infrastructure: tied at the border?

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Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU sector. The plan also has implications for the world including the

Leave a comment Fastest Growing Investable Theme Leave a comment

Fastest Growing Investable Theme

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First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. Rating agencies have struggled with metrics to analyze public companies’ efforts