The U.S. utilities sector is undergoing a transformation amid a state-wide push towards a low-carbon economy and increasing pressure on big energy companies to “go green”. As the shift to clean power accelerates, we assess the investment landscape in the U.S. utilities sector.
news and blogs
How Politicians Intensify Financial Cycles: 300 Years of Pro-Cyclical Regulation (ProMarket blog, May 2018)
23 May 2018
An Interview with Richard Haass on Trump’s North Korea Strategy (Project Syndicate podcast, May 2018)
22 May 2018
top posts
small talk
Top geopolitical analyst Ian Bremmer sets out his views on the biggest risks for 2017 https://www.savvyinvestor.net/node/1008933
Some great papers on the 2016 Investment Outlook - https://www.savvyinvestor.net/search/all-results?keywords=2016outlook
Further commentary from Gavyn Davies on China's falling FX reserves and "quantitative tightening" https://www.savvyinvestor.net/node/771942
Remember Byron Wien's yearly list of "surprises"? See Don Stammer's X-Factor events for 2015 - https://www.savvyinvestor.net/node/662884
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