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Article: Tariff Shockwaves: 3 Market Takeaways
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Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.

April 15, 2025

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Renewable Energy Infrastructure: Impact of the One Big, Beautiful Bill

July 7, 2025
The newly-passed budget bill’s early sunset of clean energy investment tax credits will likely fuel a near-term spike in renewable energy infrastructure deal flow. Longer-term impact is mitigated by renewable generation’s historically-observed ability to adapt to changing project economics, and the U.S.’ surging electricity demand growth.

Tariff Shockwaves: 3 Market Takeaways

April 15, 2025
Following last week’s turbulent equity market and the surprising sell off in bonds, we gathered our thoughts on the markets and what we’re watching closely.
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