Our goal is to guide clients through transitions and challenges with the vision and resources they need to succeed. A great place to start is here, in our library of reports, papers and other content.
Investment Implications of the Inflation Reduction Act on Climate Sustainability
The recently passed Inflation Reduction Act (“IRA”), with more than $350 billion in climate-related investments, is the largest investment the US has ever made to fight climate change. In both public and private markets, Tiedemann has been investing for several years in the types of decarbonization technology that feature heavily in the IRA. The IRA also provides funding that aligns with our growing investment focus on nature-based solutions and environmental justice. We believe the IRA is a major step forward in the fight against climate change.
High oil and gas prices and inflation: What does this mean for the Energy Transition
The spike in energy (and all other commodity prices) was well advanced before the Russian invasion of Ukraine - revealing the overwhelming dependence that the economy and society at large still have on the existing conventional energy system. In addition, high energy prices are occurring at a time when systematic monetary and supply chain issues are causing inflation and a pivot in monetary policy was already causing a shift in investor sentiment away from high P/E stocks toward shorter duration equities. We sat down for a conversation with Jim Murchie, CEO of Energy Income Partners, who discusses the energy sector implications of supply chain concerns, rising oil and gas prices and how the energy transition may be affected by it. He also discusses how Energy Income Partners is navigating this space.
The Geopolitical Implication of the Ukraine/Russia Crisis
Russia’s invasion of Ukraine is among the most important geopolitical events since the end of the Second World War. It is already drastically changing the world, including prompting the European Union to take actions that would have been unthinkable even just a few weeks ago. As a result, countries across the globe are rethinking their entire foreign policy and closely watching the horrific humanitarian crisis unfolding in Ukraine and whether the global response to Russia could deter an even greater escalation. We sat down with retired Lieutenant General Douglas Lute, former Ambassador to NATO to discuss the geopolitical implications of the crisis, NATO’s role, and how the world order may shift as result of this war.
Today’s investment creates tomorrow’s opportunities: A conversation with Jed Emerson about impact investing
Jed Emerson, Tiedemann’s Global Lead of Impact Investing, recently appeared on FinTechTV’s TheIMPACT with Jeff Gitterman to talk about the evolution of impact investing. Jed currently leads the implementation and strategy of Tiedemann’s impact investing practice. He is recognized throughout the industry as a thought leader and he originated the concept of Blended Value. His book, Impact Investing: Transforming How We Make Money While Making a Difference won the 2012 Nautilus Gold Book Award. He has recently published his eighth book, The Purpose of Capital. Here are the highlights of the conversation.
A Dark and Inexplicable Day - Market and Portfolio Ramifications of the Ukraine/Russia Crisis
Russia’s invasion of Ukraine is among the most important geopolitical events since the end of the Second World War. The consequences for markets—while likely to be far-reaching—pale in comparison to the human impact of war. While in our recent update we focus on the financial impacts of these events, our thoughts are with the people whose lives have been touched by the conflict.Read our why we advise our clients not to panic.
The Future of the Metaverse Economy
The Metaverse, the next stage in the evolution of the internet, is revolutionizing how we interact with the digital world. The recent rise of one-of-a-kind digital collectibles called NFTs (non-fungible tokens) are an example of this historic milestone. NFTs are transforming the art world with sales totaling approximately $774 million as of September 2021. Yet, just a couple of years ago, many people have either not heard of or largely dismissed this digital asset. We sat down for a conversation with Michael Bouhanna, Sotheby’s NFT expert to understand what makes this digital asset so unique. We also discuss what to consider before acquiring an NFT and how can one actually purchase an NFT.
The Energy Transition
The energy transition is underway, and it represents a monumental shift in the trajectory of one of the most important business lines in our global society. It also represents a multi-decade opportunity to invest in the businesses which will create the physical infrastructure of the future. We believe a robust framework and capable partners are needed to navigate this transition within both public and private markets and our ESG & Business Quality framework will continue to help us navigate threats and opportunities.
SaaS-tainable Investments | Why software and cloud computing are growing sources of quality companies
In an increasingly digitized and connected world, software is a key enabler of products and services. Many of Tiedemann’s investment managers believe software offers one of the best structural growth opportunities globally. The software sector is a growing source of quality companies, and software businesses have many attractive quality characteristics.
Making Sense of the Energy Market: EIP’s Investment Framework and the Energy Transition
Policy makers, investors, the media and others are pushing competing narratives around energy and climate legislation, energy prices, supply and demand, new technologies and the “energy transition.” Jim Murchie from Energy Income Partners (EIP) will put all this in context for us and provides a simple framework for investors who want to better understand what is really happening. Jim addresses recent events (e.g., fossil fuel price spike, US energy legislation, the COP26 climate summit, shareholder activism) from the perspective of EIP’s investment approach of owning the transport infrastructure that connects all the parts of the changing energy system. He also discusses EIP’s engagement efforts with regulators, policy makers, industry associations, NGOs and others, and what policies EIP is advocating.
An Insider View of Upcoming Tax-Law Changes from Former U.S. Elected Officials
Biden’s proposed tax bill would make many changes to income, estate and gift taxes but what exactly will the final bill look like and what will the effective dates be? Get an insider view into the dynamics and hurdles of passing the bill and what changes we may see to the bill before it satisfies Congress. We sat down with Arent Fox’s tax legislation experts and two former members of Congress to explore what the future tax-law changes might look like.