by RMCM | Apr 26, 2024 | News
The Supreme Court addressed the critical business issue of climate disclosures in a ruling earlier this year, and Maria Egan, Vice President & Director of Shareholder Engagement, offered some thoughts to GreenBiz for what companies can expect moving forward. You...
by RMCM | Apr 24, 2024 | Newsletters
In life, 90% of disappointment lies in unmet expectations. In mid-2023, fears that high interest rates were leading the U.S. economy into imminent recession created a significant selloff in U.S. equity markets. This, in turn, initiated a drumbeat of calls for the...
by RMCM | Apr 18, 2024 | Commentary
The global energy equation is in flux. With the impacts of climate change looming large, we’ve reached a tipping point, and a global mobilization is underway to meet the moment. With fossil fuels retreating as the favored long-term energy source, the electrification...
by RMCM | Apr 12, 2024 | News
Where can investors find alpha in the burgeoning renewable energy sector? Clay Bruning offered commentary to U.S. News & World Report on the specific opportunities that stand out to him and our research team. He also delves into the firm’s long-term...
by RMCM | Mar 26, 2024 | Commentary
As climate change prompts us to transition to a more sustainable energy equation, a new investment megatrend is powering up across the planet. Electrification involves the transformation of existing industries and technologies that have historically used fossil fuel...