Environment

We’ve lowered our fair value estimate of Enphase stock.

Other policy decisions on the horizon will likely have a greater impact on the firm’s long-term outlook.

For investors, there is uncertainty about the climate transition, but some opportunities, too.

But as Earth Day approaches, the decline in regulatory protections and support for energy transition leaves investors rethinking investment allocations.

Amid a hostile political environment, experts make the case for investing in sustainable energy stocks.

We are maintaining our fair value estimates across our clean energy coverage.

Carbon-free nuclear is “the only thing left in the toolbox for utilities,” Morningstar analyst says.

Diversity rollbacks may boost risk for IT and knowledge industries, Morningstar Sustainalytics says.

These risks—and the opportunities they bring—are increasingly outlined in company disclosures.

Blue economy and glacier preservation are key water investment themes on World Water Day.

STMicroelectronics and Biogen are among the stocks with the deepest reductions.

Buffett adds to his warnings about climate change, even as Berkshire has been criticized on greenhouse gas disclosures.

Redemptions of ‘dark green’ Article 9 funds persisted. Expect name changes in the coming months.

The role of climate justice in long-term financial planning, and how red states in the US are embracing the climate transition.

The potential for policy changes to wind and solar tax credits in the coming months could weigh on long-term profitability.

Catastrophic wildfires and other disasters are boosting the need for climate resiliency.

Availability of clean energy ‘is potentially make-or-break’ for some projects, PitchBook analyst writes.

Climate-transition investing, sustainable bonds, biodiversity, and AI are themes for investors.

Unpacking the implications of Trump’s climate-related policies for investors.

These companies will benefit as spending increases to satisfy energy demand.