Ignoring Energy Transition Realities

Complete the form on this page to download our Q4 2020 commentary.

Green investments are in bubble territory, and there is reason to be2020.Q4 Commentary Thumbnail-1 concerned.

Our newest commentary, Ignoring Energy Transition Realities, provides perspective investors with what they should know about when it comes to the realities of addressing climate change.

The commentary also provides insight into:

  • The shortcomings of recent energy proposals
  • What current energy estimates may be missing
  • Perspective on how stretched some green valuations have become
  • Our own ideas on a more feasible path to reducing carbon emissions

Please fill out the form on this page to download a copy of our Q4 2020 market commentary.