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INVESTING INSIGHTS
AT WILLIAM BLAIR

Renewables

Revenge of the Old Economy

The Active Share Podcast
Podcast

Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to...

Green Hydrogen’s Role in Energy Transition

Benjamin Loss, CFA
Global Equity

Green hydrogen is an emerging yet credible technology used to lower carbon emissions where electrification is less effective—and we believe its growth could be among the highest of any area of the energy transition, creating...

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