213. Big Funds, Bigger Bets: Inside Infrastructure’s Power Shift - Jan26

213. Big Funds, Bigger Bets: Inside Infrastru...

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214. Grid Resilience: hot risks, cold solutions - Feb26

Resilience is the buzzword of the moment—from Gerard’s personal resilience on display in Davos last week to the critical issue of grid resilience. The great Doug Houseman draws a useful distinction between reliability and resilience. “Reliability is about how well you keep the li ...  عرض المزيد

212. Heat Pumps rise again - Jan26

Heat pumps sit at the heart of Europe’s strategy to cut emissions and reduce dependence on imported gas. Under the EU’s REPowerEU plan, the bloc is targeting 60 million heat pumps by 2030. By the end of 2025, almost 30 million units were already installed — progress, but still on ...  عرض المزيد

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What to expect from carbon markets in 2025
All Things Sustainable

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The Future of Investing in the Carbon Credit Market With Lawson Steele
Lead-Lag Live

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.

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

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Big Debates: The State of the Energy Transition
Thoughts on the Market

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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The Other Policy Choices That Matter
Thoughts on the Market

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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