In the 2012 edition of the Journal of Environmental Investing (www.thejei.com), Bill Page shares his thoughts on the major catalysts for environmental investing and what will drive the clean technology revolution. Please click below to read the complete article. The Energy Equation Read more ›
What is Clean Tech? New BTUs for Global Growth
Clean technology means many different things to investors. Given the volatility of clean tech over the past few years, risk may well come to mind as asset owners consider clean technology investments. First-off, how do we define clean technology? Technologies that increase efficient use of scare resources. While many investors classify clean technology as primarily renewable energy, such as wind... Read more ›
Natural Gas…A Bridge to the Future
For some time, it has been our thesis that natural gas is an important “bridge” fuel. It is relatively clean, cheap and abundant enough to satisfy the World’s incremental energy needs until such time that the infrastructure and technology progress adequately to allow renewable energy sources to satisfy a meaningful portion of energy demand. Coal, while abundant, is simply too... Read more ›
How has the current political climate impacted interest and actual investment in climate change strategies?
Climate change policy is indeed frozen, given the political gridlock of Washington. While it is easy to dismiss the direction for clean tech as lackluster given the political climate, the case for clean technology investing is stronger than ever. Globally, clean tech investment is at an all-time high, and mergers and acquisitions are also at record highs, as larger multi-nationals... Read more ›