Renewable energy represented 72 percent of all new power generation in 2019 and is estimated to grow another 50 percent by 2024.1 Many of the estimates made for its growth, however, were made prior to the onset of the COVID-19 pandemic and the collapse in oil prices. Worries are building that with cheaper oil and a sustained disruption in global supply chains, renewable energy may lose momentum. Click here to read the entire article. #ThoughtLeadership

Seinfeld, the classic comedy show, found humor in the mundane. The show’s unique perspective produced memorable story lines and spawned a vernacular that still endures. Surprisingly, the show also offered a wealth of investment wisdom. Click here to read the entire article. #ThoughtLeadership

WE EXPECTED 2021 to offer significantly more impact-producing events than average, driven by the reopening of the economy and new presidential and Senate leadership; so far, we have not been disappointed. Despite some downside volatility that arose in the back end of the quarter, the U.S. equity markets surged higher in the first quarter, fueled by two drivers: an accelerating vaccine rollout and larger-than-expected government stimulus. A STIMULATING RECOVERY As we look out