214. Grid Resilience: hot risks, cold solutio...

The infrastructure fund industry has become one of the most powerful engines behind the rise of renewables and datacenters. With Zak Bentley, Americas Editor, Infrastructure Investor (part of the PEI Group), Laurent and Gerard cut through the noise to deliver a clear-eyed view of ...  Show more

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 ...  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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