Senior Portfolio Manager Bill Page of the Essex GEOS Strategy, recently had an article featuring ideas on disrupting the aging electrical grid published in FA Magazine’s Private Wealth section. “We frequently describe clean tech as being transformative or disruptive because it generally saves money, while improving the quality of life with enhanced environmental benefits. By offering cheaper, more efficient solutions, clean tech is also often disruptive and a threat to incumbent industries.”
We Couldn’t Have Said it Better Ourselves
We don’t often point our readers to publications from our competitors, but GMO has recently published a white paper that we found to be worthy of such reference.Thinking Outside the Box: How and Why to Invest in a Climate Change Strategy, written by Lucas White and Jeremy Grantham, is a great summary of the benefits to investing in….
Can China win the race?
China has been pining to become a global player in the automotive industry for years.However, these efforts have largely failed as the Chinese auto manufacturers have been unable to sell substantial volumes of vehicles outside of their home market.This shortfall has been due to a….
As we have listened to quarterly corporate earnings calls for the second quarter, followed by meetings with many management teams over the course of the third quarter, one oft-repeated theme expressed is rising input costs, whether labor, freight, materials or components. Company management teams are also experiencing some commodity price pressures for materials such as copper, nickel and pockets of oil price challenges. This trend is reflected in the core consumer price index (CPI) which, while barely breaching 2.0% in its last print, is showing some signs of pricing pressures. Most of our companies…