Blog

INVESTING INSIGHTS
AT WILLIAM BLAIR

Renewables

Disruption in Sleepy Sectors

Disruption in Sleepy Sectors

My research focuses on capital-intensive sectors such as real estate and utilities, which doesn’t sound very exciting. But many of these companies are doing some innovative things, like driving the use of renewable energy and catalyzing the last mile of e-commerce....

Tailwinds of Change

Tailwinds of Change

As interest in renewable power generation grows, investments in wind energy should surge because it has become one of the most affordable forms of electricity today. Advancements in technology are driving the economics of wind power. Aggressive research and...

Wind and Solar Cheaper Than Coal

Wind and Solar Cheaper Than Coal

Since the failure of a major solar-panel company in 2011, President Barack Obama’s $80 billion clean-technology program looks like a bust. But when we think about the outlook for renewables, we have to think of different parts of the supply chain. There’s equipment,...

Left Menu Icon
 

Subscribe to Our Blog Now

Gain insights on macro market events, the economy, and investing strategies. Receive our latest blog posts in your Inbox.

SIGN UP