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Real Assets - In Depth

A deeper analysis of investment trends and topics across asset classes and global markets.

November 16, 2020

John LaForge, Head of Real Asset Strategy

Austin Pickle, CFA, Investment Strategy Analyst

2020 – A tipping point for green energy

Key takeaways

  • The future is green. Progress in renewables and green technology continues to impress.
  • Fossil fuel use, however, remains 80% of U.S. energy consumption. Renewables are gaining share, but slowly.
  • The November elections may have altered this trajectory. A Democrat-controlled White House could speed the transition to renewables.

Download the report (PDF)