Integrated Oil & Gas Majors Position for Peak Demand

While most major integrated oil and gas companies have expressed alignment with the Paris Agreement, efforts made by U.S. players …

ESG Rules of the Road

ESG (environmental, social, and governance) investing principals have been discussed for more than a decade, but they have only recently …

The Inflation Wave: Defensive Capital Strategies for Early-Stage Companies

As the US economy emerges from the severe economic dislocation of the pandemic, early indications point to a strong recovery …

Inflation: Signal vs. the Noise

Inflation, it’s all the rage in financial market commentary of late. After being dormant for the better part of a …

It’s Not Easy Being Green Part 2: What’s Important?

In recent years, we have seen an increasing number of asset owners and managers integrating ESG research into their investment …

The Banks Are Alright

The COVID-19 pandemic produced the first major test for the U.S. banking system since the 2008 global financial crisis. At …