Research Briefing
The chemical industries in the US and EU are at the precipice of a major divergence. We believe that a...
Climate transition
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Research Briefing
Achieving the US government's long-term goal of net zero carbon emissions by 2050 will require the enactment of stringent mitigation...
Research Briefing
We believe Indonesia's strategy to move up the electric vehicle supply chain by restricting its mineral exports and inviting more investment should pay dividends for growth.
Research Briefing
We are adding a depreciation risk premium that incorporates climate transition risk to our required returns framework.
Consulting Report
As each year passes, the climate emergency facing the planet becomes ever more alarming. But this trajectory is increasingly being...
