6 Clean Energy Funds to Consider Rising energy demand lifts prospects for renewables, nuclear power, and grid infrastructure. Hortense Bioy, CFA Sep 17, 2025
These 3 Climate-Related Proxy-Voting Proposals Had Strong Shareholder Backing Goals include following through on climate commitments and testing if targets can withstand business growth. Matteo Felleca Sep 15, 2025
5 Cheap Stocks Leading the Low-Carbon Transition Kraft, CNH Industrial, Campbell’s, Lululemon, and Biogen are trading below their fair value. Liz Angeles and Muskaan Hemrajani Sep 12, 2025
Solar Stocks: Treasury Guidance Is Broadly Consistent with Our Expectations but Better than Feared Brett Castelli Aug 18, 2025
US Utilities Look to Minimize Disaster Risk While Meeting Peak Demand Utilities are renewing investments in clean energy, reliability, and safety. Andrew Bischof, CFA, CPA and Travis Miller Aug 8, 2025
As Climate Shifts, Wildfire Risks Rise for Companies and Investors Companies that can maintain operations through a wildfire crisis have a powerful advantage. Ron Bundy Jul 28, 2025
It’s Time to Think About Renewables Again Data center demand, electrification, and the budget bill have stoked enthusiasm Leslie P. Norton Jul 18, 2025
In Periods Including Market Stress, ESG Provides Protection, Sustainalytics Study Shows Firms with lower ESG risk demonstrate greater financial resilience, particularly during periods of heightened market uncertainty. Liz Angeles Jul 16, 2025
5 Undervalued Companies That Are Investing in Renewable Energy Despite the US government’s stance, these companies see the use for renewables, thanks to cost, AI needs, and reshoring. Susan Zhou and Leslie P. Norton Jul 14, 2025
What Investors Need to Know About the Budget Reconciliation Bill The bill could mean sweeping changes for regulatory oversight, tax incentives, and more. James Locke Jul 1, 2025
Our Top Picks for Investing in US Renewable Energy Potential US policy changes remain the story of 2025. Brett Castelli Jul 1, 2025
Senate Passes Tax Bill; Incremental Changes Positive for Renewable Energy Credits We are maintaining our fair value estimates across our solar coverage as we await further tweaks to the bill. Brett Castelli Jul 1, 2025
Clean Energy ETFs Fall As Senate Bill Cuts Support for Solar Solar stocks including Sunrun plunge, taking ETFs with big stakes lower. Gabe Alpert Jun 17, 2025
Cutting Solar Stock Valuations as Senate GOP Tax Proposal Proves Worse Than Expected Bill would benefit nuclear power and battery storage. Brett Castelli Jun 17, 2025
Global Commitment to Climate Investing Is Falling, New Survey Suggests Robeco finds diminishing support for climate investing overall, with significant regional variations. Hannah Hummel Jun 11, 2025
How to Invest in Green Bonds The cash flows underlying green bond projects are attractive to investors. Charity Blue and Leslie P. Norton Jun 2, 2025
House Tax Bill Would be Worst-Case Scenario for Rooftop Solar Stocks If the revised bill were finalized as it is, fair value estimates for rooftop solar equities could come down 25%-50%. Brett Castelli May 22, 2025
With Muni Yields Attractive, Green Bonds May Appeal to More Than Just Sustainable Investors The outlook for renewable energy, a focus for many green bonds, is bright, says Nuveen’s Liberatore. Leslie P. Norton May 21, 2025
Clean Energy: House Tax Bill Broadly in Line With Our Expectations, but Better Than Many Feared We view this as a first draft, which is likely to see changes as the bill is debated in Congress in the weeks and months ahead. Brett Castelli May 13, 2025
What to Expect at Berkshire Hathaway’s Annual Meeting Beyond Buffett’s pearls of wisdom, shareholders will vote on a clean energy financing metric, diversity practices, and AI. Leslie P. Norton Apr 29, 2025