Omega Point Blog

Power Grid

Ripple Effects of the Infrastructure Bill

August 29, 2021

The buzz continued around the $1 trillion US infrastructure bill this week, as the bill faced unexpected rocky roads in the House. However, the House was able to clear a path for the bill and now targets a vote on Sept 27. Though there is still uncertainty around the bill’s final details, it feels clear that the focus on infrastructure spending, along with an emphasis on sustainability and...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA

Infrastructure Spending: How Much Juice for Clean Energy & the Grid?

August 22, 2021

Before we jump into this week's topic, I wanted to mention that my colleague and ace Factor Spotlight author, Alyx Flournoy, is featured in a just-released video from Qontigo that highlights its partnership with Omega Point. In addition, Alyx briefly demonstrates how to analyze a portfolio on the Omega Point platform using the new Axioma Global Macroeconomic Projection model, which quite...

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Kevin Wahlberg
Kevin Wahlberg