News and Insights

Featured posts

17 November 2022

News and Insights

Articulating engagement efforts vital as greenwashing focus intensifies

We see major opportunities for sustainable change within industrial processes, transportation systems and in intelligent construction.

10 November 2022

Macro,News and Insights

Hope on the horizon

In times of great uncertainty, investors focus more on managing risk than positioning for the future. In reality, it is becoming increasingly possible to forecast inflation with some precision both in the United States and to a lesser extent in Europe.

3 October 2022

News and Insights

The $130trn opportunity in sustainable real assets

We see major opportunities for sustainable change within industrial processes, transportation systems and in intelligent construction.

14 November 2022

Macro,News and Insights

Expectations of a Fed pivot in 2024 make sense

The midterm elections are still uncertain in the House most likely to be controlled by Republicans, while we know the Senate stays Democratic. The real news is that the Presidential candidates may be changing with Ron DeSantis surging.

16 September 2022

Macro,News and Insights

A time of risk management and control

Faced with uncertainty as to the mix of growth and inflation comes first risk management. Second comes finding the right entry points for this would-be future but mostly patience and selection.