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Analysis
A Subtle Rebuttal to an Energy “Realist”
If you want to understand the future of energy, the first step is to embrace subtlety.
July 10, 2024
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Commentary
What We Own Right Now and Why
A summer update on the holdings in our flagship global opportunity strategy.
May 27, 2024
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Direction for Directors
What I’d Tell Your Chief Investment Officer about Divestment
This debate over divestment won’t be the last one. Here are some thoughts that may help you respond proactively.
May 12, 2024
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Knowledge Base
The world changes all the time
So There's Always More to Say
Writing deepens our dialogues, helps us understand the world better, and holds us intellectually accountable.
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