Duff & Phelps Investment Management Co.

Please welcome our newest team members at Duff & Phelps: Chris Safroniy, CFA, joins us as a Global Research Analyst providing equity research for the Duff & Phelps Water Strategy. He began his career in the investment industry in 2017. Michelle Hoagland is a Senior Graphic Designer in the Marketing Department and has more than 20 years of experience in advertising, global branding, and brand strategy. We are excited for our new additions to the firm! #newhire #realassets

Debate: Corporate demand for renewable energy is intact Did you know? Many technology companies have a dual mandate in satisfying AI demand: harness enough electricity to reliably power their data centers while doing so with clean energy Check out Duff & Phelps’ newly released A.I. trends whitepaper here: https://buff.ly/46LXQLi

Debate: Demand is likely to slow and move back to traditional energy sources. Did you know? Developed nations are not going back to coal. This coupled with electrification trends means renewables are more important than ever. Check out the Duff & Phelps clean energy factsheet: https://buff.ly/3YL6Le3

Companies and countries are transforming the $1 trillion installed base of traditional data centers into AI factories, creating a compelling investment opportunity for infrastructure investors. In Duff & Phelps’ latest insights piece, “AI - An infrastructure megatrend", we discuss the dual mandate many companies worldwide have: harness enough electricity to reliably power their data centers while doing so with clean energy. https://bit.ly/3yxUvTv #realassets #listedinfrastructure #artificialintelligence Eric Fogarty, CFA Eric Landwehr, CFA Steven Wittwer, CFA

Debate: Renewable energy is inefficient and too expensive, especially without government spending, like the Inflation Reduction Act. Did you know? Despite fossil fuels also subsidized by billions in government spending, unsubsidized #renewables are not only cheaper than traditional resources – in many parts of the world, they are also less susceptible to fluctuations in volatile energy commodity inputs such as natural gas during geopolitical conflicts. #cleanenergy Check out more facts here: https://buff.ly/4fCkqtS

Debate: Renewable energy companies aren’t profitable and have little growth opportunity. Did you know? Clean Energy earnings are growing while valuations are more compelling than ever. Check out more facts here: https://buff.ly/3WySBdp

Rodney C. Clayton, CFA, Duff & Phelps Portfolio Manager, sits down with Chris Womack, Chairman, President & CEO of the Southern Company, for an in-depth interview exploring the future of #energy. Tune in as they discuss the surge in power demand, evolving regulations, and the vital topic of energy security: https://lnkd.in/gegYNYuA #EnergyFuture #PowerDemand #EnergySecurity

Debate: Higher interest rates and political risk are perceived challenges affecting the growth of #cleanenergy Let's dive into the facts: - Global renewable energy capacity increased by almost 50% to nearly 510 gigawatts in 2023 - It’s the 22nd year in a row that renewable capacity additions set a new record (Source: IEA) Check out more clean energy facts here: https://buff.ly/4d71PVo

D&P’s CIO David Grumhaus Jr. notes “momentum has been the big driver” in the current rally. He questions if there is more room to run for markets and makes the case for possible opportunities in REITs. For more, watch his interview on the Schwab Network here: https://bit.ly/3YAvMJ5

Today we were thrilled to partner with Chicago Scholars for another inspiring Emerge Growth Lab on-site at Duff & Phelps Investment Management Co. Our teams of investment professionals led insightful discussion panels, sharing their journeys and expertise with talented students: David Grumhaus Jr. & Kyle West, provided an introduction and an overview of Duff & Phelps. Steven Wittwer, & Macalla Rogers led the Global Listed Infrastructure panel. Stephen Dye, & Ron She gave insights as part the Real Estate Investment Trust (REIT) group.  Akin Rojugbokan, and Tim Fitzgerald led the Fixed Income and Trading discussions, respectively, by sharing their professional experiences with their students. -------------- Big thanks for all those involved and volunteering their time! Together, we're shaping the future of finance and fostering the next generation of leaders. #ChicagoScholars #CSEmerge2024 #CSInvestForKidsEmerge2024 #InvestForKids