82. The new Carbon Markets - sep22

Clean Energy equities have comfortably outperformed the major indices in 2025. Laurent and Gerard are joined by friend of the show Shanu Mathew, an equity portfolio manager everyone in the sector knows to unpack what’s really driving this performance. We begin by putting recent r ...  Show more

Luca Pedretti, Co-Founder, Pexapark, returns to discuss how volatility, market design, and new contract structures are transforming power markets and renewable economics. What begins with PPA pricing quickly evolves into a broader conversation about where value is now created in ...  Show more

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<span class= "TextRun SCXW174074828 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class= "NormalTextRun SCXW174074828 BCX0">Carbon markets </span><span class= "NormalTextR ...

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Imagine a world where investing in the green economy not onl ...

In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment opportunities.

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While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.

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