Geothermal – A Hot Topic in Power Markets
By Andrew Wetzlel, CFA®, Managing Director of Sustainable Investing As the Iran conflict grabs attention, with related supply chain dislocations and spiking commodity prices, in the background, the structural growth in demand for power from electrification and AI datacenters continues apace. The conflict is a vivid reminder that the traditional energy system is rooted in […]
Iran, Energy, and the Price of Uncertainty
By Ellen Hazen, CFA®, Chief Market Strategist Today we examine the economic and financial impacts of the Iran conflict, delving into monetary policy challenges, asset class opportunities, market responses, and strategies for investors navigating global uncertainty. Markets responded decisively to the US involvement in Iran: energy prices surged, interest rates rose, and riskier assets like […]