Investment Research:
Sustainable Future

09 September 2025

Sustainable Future: shifting to infrastructure and reliable power

This note explains our recent portfolio changes and why we believe they position us and our clients well for the future...

24 June 2025

Sustainable Future: Under the radar, above the noise

Cleantech fundamentals are strengthening, policy visibility is improving, and valuations remain attractive, setting the...

14 December 2023

COP28: Saving the planet, or saving face?

The COP28 is now over, what are the pivotal moments and decisions to remember from this global climate summit?

08 December 2023

Bright Skies, Dark Markets: U.S. Solar Installations Surge as Solar Stocks Crumble

A recent U.S. Solar Energy Industries Association (SEIA) report reveals a surge in U.S. solar installations for the year...

07 December 2023

Outlook 2024 - Sustainable Future: Rising above 2023 challenges for a bright 2024

2023 witnessed a major correction for the Sustainable Future Strategy and the entire cleantech space, setting the stage...

03 August 2023

U.S. cleantech struggles, China thrives. Will stocks mirror the trend soon?

As the Q2-2023 earnings season unfolds, the U.S. cleantech industry grapples with high interest rates and declining powe...

27 June 2023

Mid-year review 2023 - Sustainable Future: Resurgence on the horizon

Despite the hurdles encountered in the first half of the year, a strong recovery is anticipated in the cleantech sector...

24 May 2023

Can you really go green without China?

China plays a crucial role in the global energy transition, and is a leader in numerous fields. The implications are sig...

29 April 2022

Anti-dumping investigation on solar imports: is it the end for U.S.’ solar market?

The U.S. Department of Commerce (DOC) initiated an investigation on how solar manufacturers in South-East ASIA are circu...

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